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EMGRX Nuveen Small Cap Select A

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Fund EMGRX Nuveen Small Cap Select A QLSGX Federated MDT Small Cap Growth R6 BDFFX Baron Discovery Retail  
100% 92% 87%
Annual Fees
(1.46% Exp. Ratio)
(0.88% Exp. Ratio)
(1.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.61% annual return
$33,113.81 $39,488.55 $34,240.89
Est. savings over 30 yrs +$6,374.74 +$1,127.08
As of 9/30/16
1 YR RETURN 17.00%
3 YR 7.87%
5 YR 15.62%
10 YR 6.47%
1 YR RETURN 20.27%
3 YR 9.26%
5 YR 18.27%
10 YR 7.66%
1 YR RETURN 23.24%
3 YR 11.11%
5 YR --
10 YR --
The investment seeks capital appreciation. Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in common stocks of small-capitalization companies. Small-capitalization companies are defined as companies that have market capitalizations within the market capitalization range of the companies in the Russell 2000 Index on the last business day of the month in which its most recent reconstitution was completed.
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 capital appreciation through investments primarily in securities of small-sized growth companies. The fund invests primarily in equity securities in the form of common stock of small-sized growth companies. The Adviser defines small-sized companies as those, at the time of purchase, with market capitalizations up to the weighted median market capitalization of the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to $1.5 billion, whichever is larger.

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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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