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WWSCX TETON Westwood SmallCap Equity C

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Fund WWSCX TETON Westwood SmallCap Equity C DGRS WisdomTree US SmallCap Qual Div Gr ETF WESCX TETON Westwood SmallCap Equity AAA  
Similarity
?
100% 87% 100%
Annual Fees
?
$237.84
(2.25% Exp. Ratio)
$40.17
(0.38% Exp. Ratio)
$158.56
(1.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$26,714.74 $47,167.64 $33,599.66
Est. savings over 30 yrs +$20,452.90 +$6,884.92
Return
As of 11/30/16
1 YR RETURN 19.37%
3 YR 6.67%
5 YR 11.45%
10 YR 6.11%
1 YR RETURN 20.16%
3 YR 7.92%
5 YR --
10 YR --
1 YR RETURN 20.23%
3 YR 7.46%
5 YR 12.28%
10 YR 6.91%
Description
The investment seeks to provide long term capital appreciation. The fund normally invests at least 80% of its net assets (which includes, for purposes of this test, the amount of any borrowings for investment purposes) in a portfolio of common stocks of smaller companies. The Adviser characterizes small capitalization companies as those companies with a market capitalization between $100 million and $2.5 billion at the time of the fund's initial investment. It may also invest up to 25% of its total assets in foreign securities and in European Depositary Receipts ("EDRs") or American Depositary Receipts ("ADRs").
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 to provide long term capital appreciation. The fund normally invests at least 80% of its net assets (which includes, for purposes of this test, the amount of any borrowings for investment purposes) in a portfolio of common stocks of smaller companies. The Adviser characterizes small capitalization companies as those companies with a market capitalization between $100 million and $2.5 billion at the time of the fund's initial investment. It may also invest up to 25% of its total assets in foreign securities and in European Depositary Receipts ("EDRs") or American Depositary Receipts ("ADRs").

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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

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