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SSGSX Victory Sycamore Small Company Opp A

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Fund SSGSX Victory Sycamore Small Company Opp A XSLV PowerShares S&P SmallCap Low Volatil ETF TDVFX Towle Deep Value  
Similarity
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100% 95% 85%
Annual Fees
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$138.41
(1.31% Exp. Ratio)
$26.41
(0.25% Exp. Ratio)
$126.79
(1.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$35,107.64 $48,372.03 $36,300.75
Est. savings over 30 yrs +$13,264.39 +$1,193.10
Return
As of 11/30/16
1 YR RETURN 18.54%
3 YR 10.92%
5 YR 14.87%
10 YR 8.56%
1 YR RETURN 21.52%
3 YR 13.07%
5 YR --
10 YR --
1 YR RETURN 38.56%
3 YR 11.25%
5 YR 18.73%
10 YR --
Description
The investment seeks capital appreciation. The fund invests primarily in the equity securities of smaller companies that the Adviser believes to be undervalued relative to the underlying earnings potential of the company. Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities of small companies. "Small companies" are companies that at the time of purchase have market capitalizations within the range of companies comprising the Russell 2000® Value Index.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P SmallCap 600® Low Volatility Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. Strictly in accordance with its procedures and mandated guidelines, S&P DJI selects for inclusion in the underlying index the 120 securities that it has determined have the lowest volatility over the past 12 months out of the 600 small capitalization range securities that are contained in the S&P SmallCap 600® Index. It is non-diversified.
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests primarily in equity securities of U.S. issuers. It may invest in common stocks of any capitalization, although it primarily focuses on smaller companies that the fund's advisor views to be out-of-favor, under-appreciated, and under-valued. The fund's advisor considers smaller capitalization companies to be those with market capitalization of $5 billion or lower at the time of purchase. The fund may also invest up to 20% of its total net assets in foreign securities, either directly or through the use of ADRs. It is non-diversified.

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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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