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JANVX Janus Venture D

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Fund JANVX Janus Venture D PRNHX T. Rowe Price New Horizons  
Similarity
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100% 93%
Annual Fees
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$86.58
(0.82% Exp. Ratio)
$83.41
(0.79% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.59% annual return
$39,886.59 $40,250.13
Est. savings over 30 yrs +$363.54
Return
As of 10/31/16
1 YR RETURN 1.55%
3 YR 6.47%
5 YR 13.09%
10 YR 8.41%
1 YR RETURN 2.64%
3 YR 7.22%
5 YR 14.82%
10 YR 10.59%
Description
The investment seeks capital appreciation. The fund pursues its investment objective by investing at least 50% of its equity assets in small-sized companies. It may also invest in larger companies with strong growth potential or relatively well-known and large companies with potential for capital appreciation. Small-sized companies are defined by the portfolio manager as those companies whose market capitalization falls within the range of companies in the Russell 2000® Growth Index at the time of purchase. The fund may also invest in foreign securities, which may include investments in emerging markets.
The investment seeks long-term capital growth. The fund invests primarily in a diversified group of small, emerging growth companies, preferably early in their corporate life cycle before the companies become widely recognized by the investment community. The fund may also invest in companies that offer the possibility of accelerating earnings growth because of rejuvenated management, new products, or structural changes in the economy.

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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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