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AACOX Cavanal Hill Opportunistic C

3 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund AACOX Cavanal Hill Opportunistic C TMAFX Thrivent Moderately Agrsv Allocation S BABYX BMO Growth Allocation Y  
Similarity
?
100% 86% 85%
Annual Fees
?
$239.79
(2.29% Exp. Ratio)
$81.68
(0.78% Exp. Ratio)
$113.09
(1.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.71% annual return
$19,861.60 $31,464.48 $28,732.08
Est. savings over 30 yrs +$11,602.88 +$8,870.48
Return
As of 12/31/16
1 YR RETURN 4.13%
3 YR 2.07%
5 YR 8.80%
10 YR --
1 YR RETURN 10.06%
3 YR 5.06%
5 YR 9.86%
10 YR 5.26%
1 YR RETURN 7.00%
3 YR 3.70%
5 YR 9.40%
10 YR 4.60%
Description
The investment seeks positive investment returns. The fund invests in a wide range of financial instruments, market sectors and asset classes in the U.S. and other markets. It may invest in long and short positions in equity securities of issuers of any market capitalization, including convertible and private placement/restricted securities. The fund may from time to time invest in fixed income securities of any credit quality and maturity.
The investment seeks long-term capital growth. The fund pursues its objective by investing in a combination of underlying funds and directly held financial instruments. It allocates 55%-90% of its assets in equity securities and 10%-40% in debt securities. The fund may enter into standardized derivatives contracts traded on domestic or foreign securities exchanges, boards of trade, or similar entities, and non-standardized derivatives contracts traded in the over-the-counter market.
The investment seeks to provide total investment return from income and appreciation. The fund normally targets an allocation of approximately 20% of its total assets in funds that invest principally in fixed income securities and 80% of its total assets in funds that invest principally in equity securities. Under normal market conditions it allocates its assets among the underlying funds based on asset allocation target ranges of 10-30% of its total assets in funds that invest principally in fixed income securities and 70-90% of its total assets in funds that invest principally in equity securities.

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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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