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GWESX AMG GW&K Small Cap Core S

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Fund GWESX AMG GW&K Small Cap Core S SLYG SPDR® S&P 600 Small Cap Growth ETF JATTX Janus Triton T  
100% 93% 92%
Annual Fees
(1.07% Exp. Ratio)
(0.15% Exp. Ratio)
(0.92% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$37,313.62 $49,257.14 $39,048.75
Est. savings over 30 yrs +$11,943.52 +$1,735.12
As of 9/30/16
1 YR RETURN 15.63%
3 YR 6.54%
5 YR 15.92%
10 YR 7.79%
1 YR RETURN 15.64%
3 YR 9.33%
5 YR 17.51%
10 YR 10.21%
1 YR RETURN 16.09%
3 YR 9.74%
5 YR 16.89%
10 YR 12.03%
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 investment results that, before fees and expenses, correspond generally to the total return performance of the S&P SmallCap 600 Growth Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the small-capitalization growth segment of the U.S. equity market. It may purchase a subset of the securities in the index in an effort to hold a portfolio of securities with generally the same risk and return characteristics of the index. The fund is non-diversified.
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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