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DISGX Transamerica Partners Instl Small Gr

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Fund DISGX Transamerica Partners Instl Small Gr QLSGX Federated MDT Small Cap Growth R6 JATTX Janus Triton T  
100% 90% 88%
Annual Fees
(1.15% Exp. Ratio)
(0.88% Exp. Ratio)
(0.92% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$36,418.95 $39,524.46 $39,048.75
Est. savings over 30 yrs +$3,105.52 +$2,629.80
As of 9/30/16
1 YR RETURN 15.93%
3 YR 8.32%
5 YR 13.71%
10 YR 6.59%
1 YR RETURN 20.27%
3 YR 9.26%
5 YR 18.27%
10 YR 7.66%
1 YR RETURN 16.09%
3 YR 9.74%
5 YR 16.89%
10 YR 12.03%
The investment seeks long term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in stocks of small capitalization companies. The sub-adviser considers small capitalization companies to be companies with market capitalization that, at the time of initial purchase, have either market capitalization between $100 million and $2 billion or within the range of the Russell 2000® Growth Index, which as of Mar 31, 2016 was between $143 million and $4.5 billion.
The investment seeks long-term capital appreciation. The fund invests primarily in the common stock of small U.S. companies. Its investment adviser's ("Adviser") investment strategy utilizes a small capitalization growth approach by selecting most of its investments from companies listed in the Russell 2000® Growth Index. The fund invests at least 80% of its net assets (plus any borrowing for investment purposes) in small companies. The fund manager considers a small company to be a company of a size similar to companies listed on the Russell 2000® Growth Index.
The investment seeks long-term growth of capital. The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential. In pursuing that objective, it invests in equity securities of small- and medium-sized companies. Generally, small- and medium-sized companies have a market capitalization of less than $10 billion. Market capitalization is a commonly used measure of the size and value of a company. The fund may also invest in foreign securities, which may include investments in emerging markets.

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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.


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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