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CFHCX Catalyst Hedged Commodity Strategy C

6 lower fee alternatives found

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Fund CFHCX Catalyst Hedged Commodity Strategy C PDBC PowerShares Optm Yd DvrsCdtySrt NoK1 ETF CMCYX VanEck CM Commodity Index Y  
100% 96% 93%
Annual Fees
(3.18% Exp. Ratio)
(0.60% Exp. Ratio)
(0.70% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.08% annual return
$5,236.78 $11,526.65 $11,183.79
Est. savings over 30 yrs +$6,289.88 +$5,947.02
As of 12/31/16
1 YR RETURN 4.27%
3 YR --
5 YR --
10 YR --
1 YR RETURN 18.77%
3 YR --
5 YR --
10 YR --
1 YR RETURN 15.24%
3 YR -11.42%
5 YR -8.18%
10 YR --
The investment seeks capital appreciation uncorrelated to global equity or commodity markets. The fund invests primarily in call and put options on physical commodity futures contracts and directly or indirectly, through affiliated and unaffiliated funds, in cash and cash equivalents, including affiliated and unaffiliated money market funds, and other liquid investments. It seeks to achieve its investment objective by buying and selling options and option spreads on commodity futures, commodity related ETPs, commodity related MLPs, commodity related equities and futures on equity indexes. The fund is non-diversified.
The investment seeks long term capital appreciation. The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in a combination of financial instruments that are economically linked to the world's most heavily traded commodities. Commodities are assets that have tangible properties, such as oil, agricultural produce or raw metals. It is non-diversified.
The investment seeks to track, before fees and expenses, the performance of the UBS Bloomberg Constant Maturity Commodity Total Return Index. The fund invests in instruments that derive their value from the performance of the UBS Bloomberg Constant Maturity Commodity Total Return Index, and in bonds, debt securities and other fixed income instruments issued by various U.S. public-sector or private-sector entities. It invests in commodity-linked derivative instruments, including commodity index-linked notes, swap agreements, commodity futures contracts and options on futures contracts. The fund 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.


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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