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SMCIX Shelton S&P Smallcap Index Direct

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Fund SMCIX Shelton S&P Smallcap Index Direct IJR iShares Core S&P Small-Cap  
100% 97%
Annual Fees
(0.74% Exp. Ratio)
(0.07% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$42,378.12 $51,854.94
Est. savings over 30 yrs +$9,476.83
As of 9/30/16
1 YR RETURN 17.27%
3 YR 8.95%
5 YR 17.74%
10 YR 8.38%
1 YR RETURN 18.14%
3 YR 9.01%
5 YR 17.82%
10 YR 8.64%
The investment seeks to replicate the performance of small-sized U.S. companies as measured by the S&P SmallCap 600 Stock Index. The S&P SmallCap 600 Index includes common stocks of 600 small U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the S&P SmallCap 600 Index so that the weighting of each stock in the portfolio approximates the index. The fund normally invests at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in the underlying stocks.
The investment seeks to track the investment results of the S&P SmallCap 600® (the "underlying index"), which measures the performance of the small-capitalization sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.

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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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