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STSCX Sterling Capital Stratton SmCp Val Instl

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Fund STSCX Sterling Capital Stratton SmCp Val Instl SMLV SPDR® Russell 2000 Low Volatility ETF DGRS WisdomTree US SmallCap Qual Div Gr ETF  
Similarity
?
100% 88% 86%
Annual Fees
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$115.23
(1.09% Exp. Ratio)
$12.69
(0.12% Exp. Ratio)
$40.17
(0.38% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$38,138.72 $51,111.20 $47,266.80
Est. savings over 30 yrs +$12,972.48 +$9,128.08
Return
As of 10/31/16
1 YR RETURN 8.11%
3 YR 4.74%
5 YR 11.79%
10 YR 6.51%
1 YR RETURN 8.31%
3 YR 8.85%
5 YR --
10 YR --
1 YR RETURN 9.61%
3 YR 5.45%
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. To pursue its investment objective, the fund will invest, under normal circumstances, at least 80% of its net assets in common stock and securities convertible into common stock of small capitalization companies. Small cap companies include companies with market capitalizations, at the time of purchase, that are below the market capitalization of the largest company in the Russell 2000® 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. 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.
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.

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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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