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WICVX Wasatch Small Cap Value Institutional

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Fund WICVX Wasatch Small Cap Value Institutional SMLV SPDR® Russell 2000 Low Volatility ETF SCAP AdvisorShares Cornerstone Small Cap ETF  
100% 87% 88%
Annual Fees
(1.05% Exp. Ratio)
(0.12% Exp. Ratio)
(0.90% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$38,597.58 $51,102.50 $40,392.03
Est. savings over 30 yrs +$12,504.92 +$1,794.46
As of 9/30/16
1 YR RETURN 13.54%
3 YR 9.17%
5 YR 16.41%
10 YR 7.05%
1 YR RETURN 17.18%
3 YR 10.76%
5 YR --
10 YR --
1 YR RETURN 18.60%
3 YR 9.43%
5 YR --
10 YR --
The investment seeks long-term growth of capital; income is a secondary consideration. The fund invests primarily in small companies. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities of small-capitalization companies. Equity securities include common stock, preferred stock and securities convertible into common stock, warrants and rights, and other securities with equity characteristics. The fund may invest up to 20% of its total assets at the time of purchase in securities issued by foreign companies in developed or emerging markets.
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.
The investment seeks to provide total return through long-term capital appreciation and current income. The fund seeks to achieve its investment objective by investing in a diversified group of U.S.-traded equity securities consisting of common and preferred stock, ADRs, and REITs. Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in small cap securities. The fund's sub-advisor generally defines a small cap company as one having a market capitalization less than the market cap of the largest company in the Russell 2000 Index at the time of acquisition.

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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.

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