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HISOX Harbor Small Cap Growth Opps Inv

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Fund HISOX Harbor Small Cap Growth Opps Inv SLYG SPDR® S&P 600 Small Cap Growth ETF FYC First Trust Small Cap Gr AlphaDEX® ETF  
100% 89% 91%
Annual Fees
(1.29% Exp. Ratio)
(0.15% Exp. Ratio)
(0.70% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.61% annual return
$34,871.21 $49,212.39 $41,697.48
Est. savings over 30 yrs +$14,341.19 +$6,826.28
As of 9/30/16
1 YR RETURN 15.64%
3 YR --
5 YR --
10 YR --
1 YR RETURN 15.64%
3 YR 9.33%
5 YR 17.51%
10 YR 10.21%
1 YR RETURN 16.13%
3 YR 7.18%
5 YR 15.72%
10 YR --
The investment seeks long-term growth of capital. The fund invests primarily in equity securities, principally common and preferred stocks, of small cap companies. Under normal market conditions, the advisor expects to invest in approximately 80 to 100 companies with at least 80% of its net assets, plus borrowings for investment purposes, in a diversified portfolio of equity securities of small cap companies.
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 investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Nasdaq AlphaDEX(R) Small Cap Growth Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is designed to select growth stocks from the NASDAQ US 700 Small Cap Index (the "base index") that may generate positive alpha, or risk adjusted returns, relative to traditional indices through the use of the AlphaDEX(R) selection methodology.

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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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