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HRSRX Hood River Small-Cap Growth Investor

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Fund HRSRX Hood River Small-Cap Growth Investor SCAP AdvisorShares Cornerstone Small Cap ETF  
Similarity
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100% 89%
Annual Fees
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$142.54
(1.35% Exp. Ratio)
$95.03
(0.90% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.58% annual return
$33,945.48 $38,911.59
Est. savings over 30 yrs +$4,966.10
Return
As of 11/30/16
1 YR RETURN 10.22%
3 YR 8.03%
5 YR 16.59%
10 YR 7.82%
1 YR RETURN 15.33%
3 YR 8.24%
5 YR --
10 YR --
Description
The investment seeks superior long-term growth of capital. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes in the following equity (or equity-related) securities: Common stocks of U.S. corporations that are judged by the investment adviser to have strong growth characteristics or to be undervalued in the marketplace relative to underlying profitability and have a market capitalization which, at the time of purchase, is consistent with the capitalization ranges of the S&P SmallCap 600® and Russell 2000® Growth Indices; Options on, or securities convertible into, the common stock of small-cap companies, etc.
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.

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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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