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APOPX Cavanal Hill Opportunistic Investor

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Fund APOPX Cavanal Hill Opportunistic Investor TMAFX Thrivent Moderately Agrsv Allocation S  
Similarity
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100% 86%
Annual Fees
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$165.44
(1.58% Exp. Ratio)
$81.67
(0.78% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.71% annual return
$24,673.61 $31,456.37
Est. savings over 30 yrs +$6,782.76
Return
As of 12/31/16
1 YR RETURN 4.89%
3 YR 2.81%
5 YR 9.54%
10 YR --
1 YR RETURN 10.06%
3 YR 5.06%
5 YR 9.86%
10 YR 5.26%
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.

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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.

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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

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