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PSVCX PNC Multi Factor Small Cap Value C

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Fund PSVCX PNC Multi Factor Small Cap Value C SCHA Schwab US Small-Cap ETF™ SMLV SPDR® Russell 2000 Low Volatility ETF  
100% 86% 90%
Annual Fees
(1.85% Exp. Ratio)
(0.06% Exp. Ratio)
(0.12% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$30,254.86 $52,031.51 $51,102.50
Est. savings over 30 yrs +$21,776.65 +$20,847.63
As of 9/30/16
1 YR RETURN 10.05%
3 YR 6.55%
5 YR 14.33%
10 YR 3.92%
1 YR RETURN 15.16%
3 YR 7.64%
5 YR 16.68%
10 YR --
1 YR RETURN 17.18%
3 YR 10.76%
5 YR --
10 YR --
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets plus any borrowings for investment purposes in small-cap companies. It primarily invests in stocks of small-cap companies. Stocks include, for example, common stocks, preferred stocks, and American Depositary Receipts. The fund may also invest in foreign stocks in keeping with the fund's investment objective.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Small-Cap Total Stock Market Index. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the small-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Small-Cap Total Stock Market Index includes the components ranked 751-2500 by full market capitalization. The index is a float-adjusted market capitalization weighted index.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Russell 2000® Low Volatility Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. It will provide shareholders with at least 60 days' notice prior to any material change in this 80% investment policy. The index includes small cap U.S. equity securities and is designed to capture stocks with low volatility. Volatility is a measure of a security's variability in total returns based on its historic behavior. The fund is non-diversified.

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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.


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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