Investment Test Drive

IHSVX Hartford Small Company R6

15 lower fee alternatives found

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Fund IHSVX Hartford Small Company R6 VSGAX Vanguard Small Cap Growth Index Admiral VBK Vanguard Small-Cap Growth ETF  
Similarity
?
100% 89% 89%
Annual Fees
?
$96.08
(0.91% Exp. Ratio)
$8.45
(0.08% Exp. Ratio)
$8.45
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.59% annual return
$38,814.91 $49,851.30 $49,851.30
Est. savings over 30 yrs +$11,036.39 +$11,036.39
Return
As of 10/31/16
1 YR RETURN -5.18%
3 YR 0.44%
5 YR 8.07%
10 YR 4.95%
1 YR RETURN 2.18%
3 YR 3.17%
5 YR 10.98%
10 YR 7.70%
1 YR RETURN 2.19%
3 YR 3.18%
5 YR 10.98%
10 YR 7.77%
Description
The investment seeks growth of capital. The fund seeks its investment objective by investing primarily in common stocks selected on the basis of potential for capital appreciation. It invests at least 80% of its assets in common stocks of small capitalization companies. The sub-adviser defines small capitalization companies as companies with market capitalizations within the collective range of the Russell 2000 and S&P SmallCap 600 Indices. It may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities, and may trade securities actively.
The investment seeks to track the performance of a benchmark index that measures the investment return of small-capitalization growth stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Growth Index, a broadly diversified index of growth stocks of small U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
The investment seeks to track the performance of a benchmark index that measures the investment return of small-capitalization growth stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Growth Index, a broadly diversified index of growth stocks of small U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

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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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