Investment Test Drive

CSVRX Columbia Small Cap Value Fund I R

3 lower fee alternatives found

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Fund CSVRX Columbia Small Cap Value Fund I R PXSV PowerShares Russell 2000 Pure Value ETF FDM First Trust Dow Jones Sel MicroCap ETF  
Similarity
?
100% 92% 93%
Annual Fees
?
$169.04
(1.60% Exp. Ratio)
$41.20
(0.39% Exp. Ratio)
$63.39
(0.60% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.65% annual return
$32,078.15 $46,285.46 $43,445.81
Est. savings over 30 yrs +$14,207.31 +$11,367.66
Return
As of 12/31/16
1 YR RETURN 32.01%
3 YR 8.10%
5 YR 13.33%
10 YR 6.60%
1 YR RETURN 35.52%
3 YR 9.14%
5 YR 17.84%
10 YR 7.14%
1 YR RETURN 35.46%
3 YR 11.97%
5 YR 18.45%
10 YR 7.33%
Description
The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies that have market capitalizations in the range of the companies in the Russell 2000 Value Index (the index) at the time of purchase that the fund's investment manager believes are undervalued. It may invest up to 20% of its total assets in foreign securities.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Russell 2000® Pure Value Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the component securities that comprise the underlying index. The underlying index is composed of securities selected from the Russell 2000® Index, which is composed of the smallest 2,000 securities of the Russell 3000® Index, an index designed to measure the performance of the largest 3,000 U.S. companies representing 95% of the U.S. equity market.
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Dow Jones Select MicroCap Index(SM). The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. The index is comprised of selected U.S. micro-capitalization companies chosen from all common stocks traded on the New York Stock Exchange, the NYSE MKT and NASDAQ(R) with limited partnerships excluded. It will normally invest at least 80% of its net assets in common stocks of U.S. micro-capitalization companies which are publicly traded in the United States.

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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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