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MSGCX Meridian Small Cap Growth C

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Fund MSGCX Meridian Small Cap Growth C CIPSX Champlain Small Company Adv MECAX AMG Managers Cadence Emerging Cos S  
100% 88% 87%
Annual Fees
(2.30% Exp. Ratio)
(1.31% Exp. Ratio)
(1.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$25,507.51 $34,516.41 $31,121.61
Est. savings over 30 yrs +$9,008.90 +$5,614.10
As of 12/31/16
1 YR RETURN 19.20%
3 YR 9.49%
5 YR --
10 YR --
1 YR RETURN 28.03%
3 YR 9.59%
5 YR 14.69%
10 YR 10.33%
1 YR RETURN 24.67%
3 YR 9.76%
5 YR 16.91%
10 YR 9.19%
The investment seeks long-term growth of capital by investing primarily in equity securities of small capitalization companies. The fund seeks long-term growth of capital by investing, under normal circumstances, at least 80% of its net assets, including the amount of any borrowings for investment purposes, in equity securities (including common stocks, preferred stocks and securities convertible into common and preferred stocks) of U.S. small capitalization companies. It may also invest up to 20% of its net assets in securities of companies of any market capitalization.
The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of small companies. It seeks capital appreciation by investing mainly in common stocks of small companies that the Adviser believes have strong long-term fundamentals, superior capital appreciation potential and attractive valuations.
The investment seeks long-term growth of capital. The fund primarily invests at least 80% of its net assets in "emerging companies." It will invest at least 80% of its net assets, under normal circumstances, in U.S. companies with market capitalizations within the range of the Russell Microcap® Index and the Russell 2000® Index. The fund may invest a portion of its assets in real estate investment trusts (REITs).

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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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