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FKAIX Federated Kaufmann Small Cap Instl

4 lower fee alternatives found

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Fund FKAIX Federated Kaufmann Small Cap Instl PRNHX T. Rowe Price New Horizons BCSIX Brown Capital Mgmt Small Co Inv  
Similarity
?
100% 89% 86%
Annual Fees
?
$158.37
(1.50% Exp. Ratio)
$83.41
(0.79% Exp. Ratio)
$134.09
(1.27% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.58% annual return
$32,414.11 $40,207.83 $34,763.32
Est. savings over 30 yrs +$7,793.72 +$2,349.21
Return
As of 11/30/16
1 YR RETURN 3.41%
3 YR 7.54%
5 YR 14.66%
10 YR 6.85%
1 YR RETURN 6.44%
3 YR 7.74%
5 YR 15.94%
10 YR 10.95%
1 YR RETURN 6.94%
3 YR 7.57%
5 YR 15.82%
10 YR 12.58%
Description
The investment seeks to provide capital appreciation. The fund invests primarily in the common stocks of small companies that are traded on national security exchanges, the NASDAQ stock market and on the over-the-counter market. It will normally invest at least 80% of its net assets in small companies and will notify shareholders at least 60 days in advance of any change in its investment policies that would permit the fund to normally invest less than 80% of its net assets in investments in small companies.
The investment seeks long-term capital growth. The fund invests primarily in a diversified group of small, emerging growth companies, preferably early in their corporate life cycle before the companies become widely recognized by the investment community. The fund may also invest in companies that offer the possibility of accelerating earnings growth because of rejuvenated management, new products, or structural changes in the economy.
The investment seeks long-term capital appreciation; current income is a secondary consideration in selecting portfolio investments. The fund invests at least 80% of its net assets in the equity securities of those companies with total operating revenues of $250 million or less at the time of the initial investment, ("small companies"). It typically invests in common stocks. The advisor seeks to build a portfolio of exceptional small companies with the wherewithal to become exceptional large companies. The fund typically holds a portfolio of between 40 to 65 securities which the advisor believes have the potential for growth.

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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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