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VVPSX Vulcan Value Partners Small Cap

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Fund VVPSX Vulcan Value Partners Small Cap WMCR Wilshire Micro-Cap ETF VEVFX Vanguard Explorer Value Inv  
Similarity
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100% 85% 88%
Annual Fees
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$133.20
(1.26% Exp. Ratio)
$62.37
(0.59% Exp. Ratio)
$66.60
(0.63% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$36,202.97 $44,345.83 $43,813.63
Est. savings over 30 yrs +$8,142.85 +$7,610.66
Return
As of 12/31/16
1 YR RETURN 18.82%
3 YR 4.66%
5 YR 14.95%
10 YR --
1 YR RETURN 19.37%
3 YR 5.89%
5 YR 16.35%
10 YR 2.82%
1 YR RETURN 20.67%
3 YR 7.13%
5 YR 15.05%
10 YR --
Description
The investment seeks to achieve long-term capital appreciation. The fund seeks to achieve long term capital appreciation by investing primarily in publicly traded small-cap companies the adviser believes to be both undervalued and possessing a sustainable competitive advantage. A core position in the fund is generally approximately 5% of the fund's portfolio, so that theoretically the fund would seek to hold about 20 companies, spread across various industries. The fund may invest up to 30% of net assets in publicly traded foreign securities and may hold up to 10% of net assets in illiquid securities. It is non-diversified.
The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an equity index called the Wilshire US Micro-Cap IndexSM. The fund normally will invest at least 80% of total assets in securities of micro-capitalization companies. The index is designed to represent micro-sized companies and is a subset of the Wilshire 5000 Total Market Index SM (the "Wilshire 5000"). The index represents a float-adjusted, market capitalization-weighted index of the issues ranked below 2500 by market capitalization of the Wilshire 5000.
The investment seeks to provide long-term capital appreciation. The fund invests mainly in the stocks of small and mid-size U.S. companies, choosing stocks considered by an advisor to be undervalued. Undervalued stocks are generally those that are out of favor with investors and are trading at prices that an advisor feels are below average in relation to measures such as cash flow and book value. These stocks may have above-average dividend yields. The fund uses multiple investment advisors.

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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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