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WBSNX William Blair Small Cap Growth N

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Fund WBSNX William Blair Small Cap Growth N SCAP AdvisorShares Cornerstone Small Cap ETF BDFFX Baron Discovery Retail  
Similarity
?
100% 91% 93%
Annual Fees
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$158.37
(1.50% Exp. Ratio)
$95.02
(0.90% Exp. Ratio)
$142.54
(1.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.58% annual return
$32,414.11 $38,891.69 $33,928.13
Est. savings over 30 yrs +$6,477.58 +$1,514.02
Return
As of 11/30/16
1 YR RETURN 13.75%
3 YR 5.20%
5 YR 15.31%
10 YR 6.05%
1 YR RETURN 15.33%
3 YR 8.24%
5 YR --
10 YR --
1 YR RETURN 20.18%
3 YR 7.65%
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its total assets in stocks of small capitalized ("small cap") companies. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments, of small cap domestic growth companies that are expected to exhibit quality growth characteristics. For purposes of the fund, the advisor considers a company to be a small cap company if it has a market capitalization no larger than the largest capitalized company included in the Russell 2000® Index at the time of the fund's investment.
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 capital appreciation through investments primarily in securities of small-sized growth companies. The fund invests primarily in equity securities in the form of common stock of small-sized growth companies. The Adviser defines small-sized companies as those, at the time of purchase, with market capitalizations up to the weighted median market capitalization of the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to $1.5 billion, whichever is larger.

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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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