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TETAX RBC Enterprise A

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Fund TETAX RBC Enterprise A CIPSX Champlain Small Company Adv  
100% 93%
Annual Fees
(1.33% Exp. Ratio)
(1.31% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$34,307.18 $34,516.41
Est. savings over 30 yrs +$209.23
As of 12/31/16
1 YR RETURN 26.24%
3 YR 1.40%
5 YR 13.01%
10 YR 5.07%
1 YR RETURN 28.03%
3 YR 9.59%
5 YR 14.69%
10 YR 10.33%
The investment seeks long-term growth of capital. The fund normally invests primarily in common stocks of companies whose market capitalizations at the time of the fund's initial purchase are below the dollar-weighted median market capitalization of companies in the Russell 2000® Index, which are often referred to as "micro-cap" companies. However, it is more broadly authorized to invest in common stocks of small capitalization companies, defined for this purpose as companies whose market capitalizations at the time of initial purchase are at or below the highest capitalization represented in the Russell 2000® Index.
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.

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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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