Investment Test Drive

APHSX Artisan Small Cap Institutional

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Fund APHSX Artisan Small Cap Institutional OTCFX T. Rowe Price Small-Cap Stock SCAP AdvisorShares Cornerstone Small Cap ETF  
Similarity
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100% 89% 86%
Annual Fees
?
$107.70
(1.02% Exp. Ratio)
$95.03
(0.90% Exp. Ratio)
$95.03
(0.90% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.59% annual return
$37,542.85 $38,932.60 $38,932.60
Est. savings over 30 yrs +$1,389.75 +$1,389.75
Return
As of 10/31/16
1 YR RETURN 4.04%
3 YR 3.25%
5 YR 11.64%
10 YR 6.66%
1 YR RETURN 4.98%
3 YR 5.11%
5 YR 12.49%
10 YR 8.18%
1 YR RETURN 7.42%
3 YR 6.57%
5 YR --
10 YR --
Description
The investment seeks maximum long-term capital growth. The fund invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in the common stocks of small companies. It defines a small company as one with a market capitalization less than three times the weighted average market capitalization of companies in the Russell 2000® Index.
The investment seeks to provide long-term capital growth. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in stocks of small companies. The manager defines a small company as one whose market capitalization falls (i) within or below the current range of companies in either the Russell 2000 Index or the S&P SmallCap 600 Index or (ii) below the three-year average maximum market cap of companies in either index as of December 31 of the three preceding years.
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.

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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