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PFSLX Paradigm Select

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Fund PFSLX Paradigm Select SFSNX Schwab Fundamental US Small Company Idx MSCFX Mairs & Power Small Cap  
Similarity
?
100% 85% 86%
Annual Fees
?
$121.56
(1.15% Exp. Ratio)
$37.00
(0.35% Exp. Ratio)
$112.05
(1.06% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$37,375.34 $47,599.68 $38,409.81
Est. savings over 30 yrs +$10,224.34 +$1,034.47
Return
As of 11/30/16
1 YR RETURN 11.85%
3 YR 7.79%
5 YR 11.27%
10 YR 7.12%
1 YR RETURN 14.10%
3 YR 8.03%
5 YR 14.98%
10 YR --
1 YR RETURN 17.36%
3 YR 8.87%
5 YR 18.06%
10 YR --
Description
The investment seeks long-term capital appreciation. The fund invests primarily in the common stocks of companies with market capitalizations between $500 million and $10 billion at the time of purchase that the Advisor believes have the potential for capital appreciation. It may be overweight in certain sectors at various times. Securities are sold when they have realized their anticipated value or if new investment opportunities with higher expected returns are acquired.
The investment seeks investment results that correspond generally (before fees and expenses) to the total return of the Russell RAFI U.S. Small Company Index. To pursue its goal, the fund primarily invests in stocks that are included in the Russell RAFI U.S. Small Company Index (the index). The index measures the performance of the small company size segment by fundamental overall company scores (scores), which are created using as the universe the companies in the Russell 3000® Index (the Russell Index).
The investment seeks above-average, long-term appreciation. The fund normally will invest at least 80% of its net assets (including borrowings for investment purposes) in U.S. common stocks issued by small cap companies. For this purpose, small cap companies are defined as companies whose market capitalization at the time of purchase come within the non-float adjusted range represented by companies in the S&P SmallCap 600 Total Return Index as of December 31 of the preceding year. The S&P SmallCap 600 Total Return Index is a widely used benchmark for small cap performance and is rebalanced continuously.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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