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GWEIX AMG GW&K Small Cap Core I

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Fund GWEIX AMG GW&K Small Cap Core I SCAP AdvisorShares Cornerstone Small Cap ETF  
Similarity
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100% 92%
Annual Fees
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$100.31
(0.95% Exp. Ratio)
$95.03
(0.90% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.59% annual return
$38,347.60 $38,932.60
Est. savings over 30 yrs +$585.00
Return
As of 10/31/16
1 YR RETURN 5.41%
3 YR 4.15%
5 YR 12.52%
10 YR 7.39%
1 YR RETURN 7.42%
3 YR 6.57%
5 YR --
10 YR --
Description
The investment seeks to provide investors with long-term capital appreciation. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-capitalization companies. It will ordinarily invest in approximately 55-90 stocks. The fund primarily invests in common stock and preferred stock of U.S. small-capitalization companies. Small-capitalization companies are those with a market capitalization of less than $5 billion at the time of purchase or otherwise within the range of capitalizations of companies in the Russell 2000® Index.
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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