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MBRSX - Essex Small/Micro Cap Growth A

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Essex Small/Micro Cap Growth A (MBRSX)
Expense Ratio: 1.40%
Expected Lifetime Fees: $40,000.87


The Essex Small/Micro Cap Growth A fund (MBRSX) is a Small Growth fund started on 6/25/2002 and has $78.30 million in assets under management. The current manager has been running Essex Small/Micro Cap Growth A since 7/17/2002. The fund is rated by Morningstar. In addition to trading fees and broker commissions, this fund has 12b-1 fees of 0.25%

MarketRiders Prefers The Following ETF

Vanguard Small Cap Growth ETF (VBK)
Expense Ratio: 0.10%
Expected Lifetime Fees: $3,271.86


The Vanguard Small Cap Growth ETF (VBK) is an Exchange Traded Fund. It is a "basket" of securities that index the Small Growth investment strategy and is an alternative to a Small Growth mutual fund. Fees are very low compared to a comparable mutual fund like Essex Small/Micro Cap Growth A because computers automatically manage the stocks.




The Following Small Growth Funds Have Lower Fees Than Essex Small/Micro Cap Growth A (MBRSX). Why are these metrics important?
Mutual Fund Name Ticker Symbol Turnover Assets (M) Annual Fees
Alger Small Cap Growth Institutional I ALSRX 70.6% 1,100 1.18%
Alger Small Cap Growth Portfolio Class I-2 AASOX 66.9% 426 0.94%
Alger Small Cap Growth Z ASCZX 67.4% 235 0.99%
AllianceBern Small Cap Growth Adv QUAYX 107.0% 704 1.10%
AllianceBern Small Cap Growth I QUAIX 107.0% 704 1.00%
AllianceBern Small Cap Growth K QUAKX 107.0% 704 1.32%
Allianz AGIC Opportunity A POPAX 112.0% 169 1.31%
Allianz AGIC Opportunity D APPDX 112.0% 169 1.31%
Allianz AGIC Opportunity Instl POFIX 112.0% 169 0.96%
American Beacon Stephens Sm Cp Gr Instl STSIX 36.0% 122 1.09%
American Beacon Stephens Sm Cp Gr Inv STSGX 36.0% 122 1.35%
American Century New Opps Instl TWNIX 107.0% 153 1.32%
American Century Small Cap Gr Instl ANONX 108.0% 360 1.21%
AQR Small Cap Momentum Fund Class L ASMOX 121.0% 119 0.66%
ASTON/TAMRO Small Cap I ATSIX 47.3% 966 1.05%
ASTON/TAMRO Small Cap N ATASX 47.3% 966 1.30%
Baron Small Cap Fund Institutional Class BSFIX 32.8% 4,000 1.06%
Baron Small Cap Retail BSCFX 32.8% 4,000 1.31%
Baron Small Cap Retail BSCTZ 32.8% 4,000 1.31%
BlackRock Small Cap Growth Equity Instl PSGIX 141.0% 1,300 0.80%
BlackRock Small Cap Growth Equity Inv A CSGEX 141.0% 1,300 1.18%
BlackRock Small Cap Growth II Instl MASWX 127.0% 217 1.24%
BNY Mellon Small Cap Stock Inv MISCX 161.1% 242 1.26%
Boston Trust Small Cap BOSOX 31.0% 315 1.01%
Brown Advisory Small-Cap Growth D BIAAX 61.0% 220 1.14%
Brown Advisory Small-Cap Growth I BIASX 61.0% 220 1.19%
Brown Capital Mgmt Small Co Inv BCSIX 21.0% 1,300 1.29%
Buffalo Small Cap BUFSX 24.0% 2,600 1.01%
Century Small Cap Select Instl CSMCX 75.0% 390 1.11%
Columbia Acorn USA A LAUAX 20.0% 1,600 1.33%
Columbia Acorn USA Z AUS1Z 20.0% 1,600 1.05%
Columbia Acorn USA Z AUSAX 20.0% 1,600 1.05%
Columbia Acorn USA Z AUSTZ 20.0% 1,600 1.05%
Columbia Select Small Cap A ESCAX 61.0% 213 1.34%
Columbia Select Small Cap Z UMLCX 61.0% 213 1.09%
Columbia Small Cap Growth I A CGOAX 113.0% 981 1.29%
Columbia Small Cap Growth I Z CMSCX 113.0% 981 1.04%
Columbia Small Cap Growth I Z CSM1Z 113.0% 981 1.04%
Columbia Small Cap Growth II Z PSCPX 112.0% 253 1.10%
Conestoga Small Cap CCASX 18.0% 242 1.10%
Dreyfus/The Boston Co Small Cap Gr I SSETX 176.1% 133 0.97%
Eagle Small Cap Growth A HRCTZ 36.0% 2,400 1.16%
Eagle Small Cap Growth A HRSCX 36.0% 2,400 1.16%
Eagle Small Cap Growth I HSIIX 36.0% 2,400 0.82%
Eagle Small Cap Growth R3 HSRRX 36.0% 2,400 1.37%
Eagle Small Cap Growth R5 HSRSX 36.0% 2,400 0.85%
Eaton Vance Small-Cap I EISGX 85.0% 191 1.23%
Eaton Vance Tx-Mgd Small-Cap A ETMGX 89.0% 108 1.23%
Emerald Growth A HSPGX 75.0% 115 1.29%
Fidelity Advisor Small Cap Growth I FCIGX 106.0% 1,800 0.94%
Fidelity Small Cap Growth FCPGX 106.0% 1,800 0.95%
Franklin Small Cap Growth A FMP1Z 63.1% 343 1.38%
Franklin Small Cap Growth Adv FSSAX 63.1% 343 1.08%
Frost Small Cap Equity A FAHMX 144.0% 173 1.35%
Frost Small Cap Equity Inst FIHSX 144.0% 173 1.10%
GE Instl Small-Cap Equity Inv GSVIX 46.0% 925 0.89%
GE Instl Small-Cap Equity Svc GSQSX 46.0% 925 1.14%
Harbor Small Cap Growth Adm HRSGX 77.0% 475 1.10%
Harbor Small Cap Growth Instl HASGX 77.0% 475 0.85%
Harbor Small Cap Growth Inv HISGX 77.0% 475 1.22%
Harbor Small Cap Growth Inv HISTZ 77.0% 475 1.22%
Hartford Small Cap Growth I HSLIX 70.0% 329 1.10%
Hartford Small Cap Growth R4 HSLSX 70.0% 329 1.30%
Hartford Small Cap Growth R5 HSLTX 70.0% 329 1.00%
Hartford Small Cap Growth Y HSLYX 70.0% 329 0.89%
Hartford Small Company A IHSAX 111.0% 645 1.37%
Hartford Small Company HLS IA HIASX 99.0% 1,300 0.71%
Hartford Small Company I IHSIX 111.0% 645 1.08%
Hartford Small Company R4 IHSSX 111.0% 645 1.25%
Hartford Small Company R5 IHSUX 111.0% 645 0.95%
Hartford Small Company Y HSCYX 111.0% 645 0.86%
Hartford SmallCap Growth HLS IA HISCX 62.0% 514 0.67%
ING SmallCap Opportunities I NSPIX 85.0% 176 1.10%
Invesco Small Cap Growth A GTSSZ 38.0% 1,700 1.27%
Invesco Small Cap Growth I GTSVX 38.0% 1,700 0.83%
Invesco Small Cap Growth Inv GTSIX 38.0% 1,700 1.27%
Invesco Small Cap Growth Y GTSYX 38.0% 1,700 1.02%
IronBridge Frontegra Small Cap IBSCX 32.0% 387 1.08%
Ivy Small Cap Growth I IYSIX 65.0% 713 1.07%
Ivy Small Cap Growth Y WSCTZ 65.0% 713 1.33%
Ivy Small Cap Growth Y WSCYX 65.0% 713 1.33%
Janus Triton Fund Class A JGMAX 42.0% 3,000 1.02%
Janus Triton Fund Class I JSMGX 42.0% 3,000 0.76%
Janus Triton Fund Class S JGMIX 42.0% 3,000 1.19%
Janus Triton T JATTX 42.0% 3,000 0.94%
Janus Venture T JAVTX 54.0% 1,400 0.95%
JHancock Small Cap Equity A SPVAX 110.0% 399 1.28%
JHancock Small Cap Equity I SPVIX 110.0% 399 0.90%
JPMorgan Dynamic Small Cap Growth Sel JDSCX 79.0% 323 1.11%
Laudus Small-Cap MarketMasters Inv SWOSX 95.0% 147 1.36%
Laudus Small-Cap MarketMasters Select SWMSX 95.0% 147 1.21%
Legg Mason ClearBridge Small Cap Gr A SACSZ 24.0% 842 1.36%
Legg Mason ClearBridge Small Cap Gr I SBPYX 24.0% 842 0.85%
LKCM Small Cap Equity Advisor LKSAX 50.0% 803 1.21%
LKCM Small Cap Equity Instl LKSCX 50.0% 803 0.96%
Loomis Sayles Small Cap Growth Instl LSSIX 76.0% 592 0.98%
Loomis Sayles Small Cap Growth Retail LCGRX 76.0% 592 1.25%
Loomis Sayles Small Cap Growth Retail LSC2Z 76.0% 592 1.25%
Lord Abbett Alpha Strategy I ALFYX 6.8% 844 1.39%
Lord Abbett Developing Growth A LAG3Z 137.0% 2,300 1.09%
Lord Abbett Developing Growth A LAGWX 137.0% 2,300 1.09%
Lord Abbett Developing Growth I LADYX 137.0% 2,300 0.74%
Lord Abbett Developing Growth P LAC1Z 137.0% 2,300 1.19%
Lord Abbett Developing Growth P LADPX 137.0% 2,300 1.19%
Lord Abbett Developing Growth R3 LADRX 137.0% 2,300 1.24%
Lord Abbett Small Cap Blend A LSBAX 73.2% 821 1.33%
Lord Abbett Small Cap Blend I LSBYX 73.2% 821 0.98%
Managers Special Equity I MSEIX 126.0% 232 1.12%
Managers Special Equity Managers MGSEX 126.0% 232 1.37%
MFS New Discovery A MNDAX 205.0% 1,100 1.34%
MFS New Discovery I MNDIX 205.0% 1,100 1.09%
MFS New Discovery R3 MNDHX 205.0% 1,100 1.34%
MFS New Discovery R4 MNDJX 205.0% 1,100 1.09%
Morgan Stanley Inst Small Company Gr I MSSGX 26.0% 1,300 1.05%
Morgan Stanley Inst Small Company Gr P MSSMX 26.0% 1,300 1.30%
Neuberger Berman Small Cap Growth A NSNAX 185.0% 119 1.26%
Neuberger Berman Small Cap Growth Instl NBSMX 185.0% 119 0.90%
Neuberger Berman Small Cap Growth Inv NBMIX 185.0% 119 1.30%
Nicholas Limited Edition I NCLEX 37.6% 251 0.89%
Nicholas Limited Edition N NNLEX 37.6% 251 1.24%
Northern Multi-Manager Small Cap NMMSX 56.5% 434 1.30%
Northern Small Cap Core NSGRX 12.3% 166 0.75%
Nuveen Small Cap Select A EMGRX 69.0% 450 1.32%
Nuveen Small Cap Select I ARSTX 69.0% 450 1.07%
Oppenheimer Discovery A OPO1Z 112.0% 1,400 1.25%
Oppenheimer Discovery A OPO2Z 112.0% 1,400 1.25%
Oppenheimer Discovery A OPOCX 112.0% 1,400 1.25%
Oppenheimer Discovery Y ODIYX 112.0% 1,400 0.86%
Perimeter Small Cap Growth I PSIGX 122.0% 239 1.10%
Perimeter Small Cap Growth Inv PSCGX 122.0% 239 1.35%
Pioneer Growth Opportunities A PGOFX 112.0% 538 1.26%
Pioneer Growth Opportunities Y GROYX 112.0% 538 0.75%
Pioneer Oak Ridge Small Cap Growth Y ORIYX 26.0% 1,100 1.10%
PNC Small Cap I PPCIX 47.0% 155 1.23%
Prudential Jennison Small Company A PGOAX 44.0% 2,700 1.16%
Prudential Jennison Small Company Fund Class Q PJSQX 44.0% 2,700 0.72%
Prudential Jennison Small Company L JSL1Z 44.0% 2,700 1.36%
Prudential Jennison Small Company R JSCRX 44.0% 2,700 1.36%
Prudential Jennison Small Company Z PSCZX 44.0% 2,700 0.86%
Putnam Small Cap Growth A PNSAX 108.0% 111 1.37%
Putnam Small Cap Growth Y PSYGX 108.0% 111 1.12%
RidgeWorth Small Cap Growth Stock I SSCTX 71.0% 247 1.23%
Royce 100 Invmt ROHHX 27.0% 361 1.17%
Royce Heritage Invmt RHFHX 51.0% 261 1.25%
Royce Value Plus Instl RVPIX 49.0% 1,700 1.06%
Royce Value Plus Invmt RVPHX 49.0% 1,700 1.14%
RS Small Cap Equity A GPSCX 100.0% 104 1.26%
RS Small Cap Equity Y RSCYX 100.0% 104 0.96%
RS Small Cap Growth A RSEGX 105.0% 565 1.35%
RS Small Cap Growth Y RSYEX 105.0% 565 1.05%
Russell Tax-Managed US Mid & Sm Cap S RTSSX 46.0% 151 1.25%
Russell Tax-Managed US Mid & Sm Cap S RTSSZ 46.0% 151 1.25%
Schroder US Opportunities Inv SCUIX 91.0% 139 1.32%
Scout Small Cap UMBHX 63.0% 229 1.03%
Sentinel Small Company A SAGWX 37.0% 2,300 1.10%
Sentinel Small Company I SIGWX 37.0% 2,300 0.68%
T. Rowe Price Diversified Sm Cap Growth PRDSX 16.9% 196 1.05%
T. Rowe Price New Horizons PRNHX 43.7% 9,000 0.81%
TCM Small Cap Growth TCMSX 91.0% 250 0.91%
TCW Small Cap Growth I TGSCX 93.5% 1,100 1.22%
TimesSquare Small Cap Growth Instl TSCIX 44.0% 776 1.06%
TimesSquare Small Cap Growth Instl TSS1Z 44.0% 776 1.06%
TimesSquare Small Cap Growth Prem TCC1Z 44.0% 776 1.18%
TimesSquare Small Cap Growth Prem TSCPX 44.0% 776 1.18%
Turner Emerging Growth Instl TMCOX 74.0% 239 1.17%
Turner Small Cap Growth TSCEX 119.0% 243 1.25%
UBS US Small Cap Growth Y BISCX 55.0% 135 1.16%
Vanguard Explorer Adm VEXRX 89.0% 8,900 0.34%
Vanguard Explorer Inv VEXPX 89.0% 8,900 0.50%
Vanguard Small Cap Growth Index Instl VSGIX 40.0% 8,500 0.08%
Vanguard Small Cap Growth Index Inv VISGX 40.0% 8,500 0.24%
Virtus Quality Small-Cap I PXQSX 19.0% 316 1.17%
Virtus Small-Cap Core I PKSFX 10.0% 246 1.23%
Wasatch Core Growth WGROX 27.0% 513 1.31%
Wasatch Small Cap Growth WAAEX 23.0% 1,700 1.24%
Wasatch Small Cap Value WMCVX 46.0% 173 1.32%
Wells Fargo Advantage Divers Sm Cp Adm NVDSX 58.0% 127 1.00%
Wells Fargo Advantage Emerging Gr A WEMAX 59.0% 881 1.37%
Wells Fargo Advantage Emerging Gr Adm WFGDX 59.0% 881 1.20%
Wells Fargo Advantage Emerging Gr Instl WEMIX 59.0% 881 0.90%
Wells Fargo Advantage Small Co Gr Adm NVSCX 70.0% 116 1.20%
Wells Fargo Advantage Trdtl Sm Cp Gr A EGWAX 123.0% 186 1.33%
Wells Fargo Advantage Trdtl Sm Cp Gr I EGRYX 123.0% 186 0.98%
William Blair Small Cap Growth I WBCTZ 97.0% 524 1.25%
William Blair Small Cap Growth I WBSIX 97.0% 524 1.25%
Winslow Green Growth Instl WGGIX 78.0% 172 1.10%



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Why Are These Metrics Important?


Turnover
Turnover represents how much of a mutual fund's holdings are changed over the course of a year through buying and selling. Active mutual funds have an average turnover rate of about 85%, meaning that funds are turning over nearly all of their holdings every year. A high turnover means you could make lower returns because: 1) buying and selling stocks costs money through commissions and spreads and 2) the fund will distribute yearly capital gains which increases your taxes. Look for funds with turnover rates below 50%. For comparison, ETF turnover rates average around 10% or lower.

Assets
Generally, smaller funds do better than larger ones. The more assets in a mutual fund, the lower the chance that it will beat its index. Managers outperform an index by choosing stocks that are undervalued. In order to find these undervalued stocks, the manager has to know more than his competitors to develop an "edge." There are only a finite number of stocks a mutual fund manager can reasonably analyze and actively track to gain such a competitive edge. When the fund has more assets, the manager must analyze large companies because he needs to take larger positions. Large companies are more efficiently priced in the market and it becomes increasingly difficult to get an edge.

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