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PVIVX Paradigm Micro-Cap

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Fund PVIVX Paradigm Micro-Cap DGRS WisdomTree US SmallCap Qual Div Gr ETF QLSCX Federated MDT Small Cap Core R6  
Similarity
?
100% 88% 89%
Annual Fees
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$132.14
(1.25% Exp. Ratio)
$40.17
(0.38% Exp. Ratio)
$93.02
(0.88% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$36,254.43 $47,167.64 $40,558.96
Est. savings over 30 yrs +$10,913.20 +$4,304.53
Return
As of 11/30/16
1 YR RETURN 19.78%
3 YR 5.12%
5 YR 12.20%
10 YR --
1 YR RETURN 20.16%
3 YR 7.92%
5 YR --
10 YR --
1 YR RETURN 23.83%
3 YR 10.16%
5 YR 18.06%
10 YR 6.10%
Description
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in the common stocks of U.S. micro-cap companies. The advisor generally considers a company to be a micro-cap company if, at the time of purchase, its market capitalization is within the range of capitalizations of companies in the Russell Microcap® Index as of the most recent reconstitution date. It may be overweight in certain sectors at various times. Stocks are sold when they have realized the value anticipated by the Advisor or if new investment opportunities with higher expected returns are acquired.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. SmallCap Quality Dividend Growth Index. The index is a fundamentally weighted index that consists of the small-capitalization segment of dividend-paying U.S. common stocks with growth characteristics. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. It is non-diversified.
The investment seeks long-term capital appreciation. The fund invests primarily in the common stock of small U.S. companies. It will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in small companies. The fund adviser's investment strategy utilizes a small-cap approach by selecting most of its investments from companies listed in the Russell 2000® Index. The fund's investments may include, but are not limited to, equity securities of domestic issuers.

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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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