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DISGX Transamerica Partners Instl Small Gr

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Fund DISGX Transamerica Partners Instl Small Gr SCAP AdvisorShares Cornerstone Small Cap ETF  
100% 92%
Annual Fees
(1.15% Exp. Ratio)
(0.90% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.58% annual return
$36,055.54 $38,893.90
Est. savings over 30 yrs +$2,838.35
As of 11/30/16
1 YR RETURN 12.85%
3 YR 7.44%
5 YR 11.65%
10 YR 6.14%
1 YR RETURN 15.33%
3 YR 8.24%
5 YR --
10 YR --
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 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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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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