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LMIYX Lord Abbett Micro Cap Growth I

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Fund LMIYX Lord Abbett Micro Cap Growth I SCAP AdvisorShares Cornerstone Small Cap ETF BCSIX Brown Capital Mgmt Small Co Inv  
Similarity
?
100% 87% 87%
Annual Fees
?
$190.05
(1.80% Exp. Ratio)
$95.03
(0.90% Exp. Ratio)
$134.09
(1.27% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.59% annual return
$29,610.68 $38,932.60 $34,799.89
Est. savings over 30 yrs +$9,321.92 +$5,189.21
Return
As of 10/31/16
1 YR RETURN -1.39%
3 YR 3.17%
5 YR 13.36%
10 YR 9.99%
1 YR RETURN 7.42%
3 YR 6.57%
5 YR --
10 YR --
1 YR RETURN 3.24%
3 YR 6.15%
5 YR 13.94%
10 YR 12.15%
Description
The investment seeks long-term capital appreciation. To pursue its objective, the fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of micro-cap companies. For purposes of the policy, the manager defines a micro-cap company as a company having a market capitalization at the time of purchase that is under $1 billion or falls within the market capitalization range of companies in the Russell Microcap® Index.
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.
The investment seeks long-term capital appreciation; current income is a secondary consideration in selecting portfolio investments. The fund invests at least 80% of its net assets in the equity securities of those companies with total operating revenues of $250 million or less at the time of the initial investment, ("small companies"). It typically invests in common stocks. The advisor seeks to build a portfolio of exceptional small companies with the wherewithal to become exceptional large companies. The fund typically holds a portfolio of between 40 to 65 securities which the advisor believes have the potential for growth.

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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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