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CLPCX Catalyst/Lyons Hedged Premium Return C

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Fund CLPCX Catalyst/Lyons Hedged Premium Return C ITOT iShares Core S&P Total US Stock Mkt VDADX Vanguard Dividend Apprec Idx Admiral  
100% 85% 85%
Annual Fees
(2.25% Exp. Ratio)
(0.03% Exp. Ratio)
(0.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$26,820.33 $52,608.01 $51,668.98
Est. savings over 30 yrs +$25,787.68 +$24,848.65
As of 9/30/16
1 YR RETURN -5.94%
3 YR --
5 YR --
10 YR --
1 YR RETURN 15.31%
3 YR 10.82%
5 YR 16.30%
10 YR 7.29%
1 YR RETURN 16.24%
3 YR 8.74%
5 YR 13.94%
10 YR 7.29%
The investment seeks to achieve long-term capital appreciation and income with less downside volatility than the equity market. The fund seeks to achieve its investment objectives by investing in common stocks of U.S. companies and using options to reduce downside volatility and hedge against a portion of the downside risk. It may invest in companies of any market capitalization, including smaller-sized companies, but invests primarily in medium and large capitalization stocks. The fund may purchase such stocks. It is non-diversified.
The investment seeks to track the investment results of the S&P Total Market Index™ (TMI), which is comprised of the common equities included in the S&P 500® and the S&P Completion Index™. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, including shares of money market funds advised by BFA or its affiliates, as well as in securities not included in the underlying index.
The investment seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that have a record of increasing dividends over time. The fund employs an indexing investment approach designed to track the performance of the NASDAQ US Dividend Achievers Select Index, which consists of common stocks of companies that have a record of increasing dividends over time. The adviser attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

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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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