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WMICX Wasatch Micro Cap

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Fund WMICX Wasatch Micro Cap SCAP AdvisorShares Cornerstone Small Cap ETF BIASX Brown Advisory Small-Cap Growth Inv  
Similarity
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100% 86% 91%
Annual Fees
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$200.61
(1.90% Exp. Ratio)
$95.03
(0.90% Exp. Ratio)
$120.37
(1.14% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.59% annual return
$28,719.31 $38,932.60 $36,201.11
Est. savings over 30 yrs +$10,213.29 +$7,481.81
Return
As of 10/31/16
1 YR RETURN 6.98%
3 YR 2.99%
5 YR 11.00%
10 YR 4.81%
1 YR RETURN 7.42%
3 YR 6.57%
5 YR --
10 YR --
1 YR RETURN 8.17%
3 YR 6.96%
5 YR 13.17%
10 YR 8.99%
Description
The investment seeks long-term growth of capital; income is a secondary consideration. The fund invests at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities of micro-capitalization companies. The adviser considers a company to be a micro-capitalization company if its market capitalization, at the time of purchase, is less than the larger of $1.5 billion or the market capitalization of the largest company in the Russell Microcap Index. It may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies in developed or emerging markets.
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 to achieve capital appreciation by primarily investing in equity securities. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of small domestic companies. Small companies, according to the Adviser, are companies whose market capitalizations are generally less than $6 billion at the time of purchase. It invests primarily in companies the Adviser believes have above average growth prospects.

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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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