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BFONX Biondo Focus Investor

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Fund BFONX Biondo Focus Investor HNASX Homestead Growth VALLX Value Line Larger Companies Focused Inv  
100% 85% 85%
Annual Fees
(2.36% Exp. Ratio)
(0.95% Exp. Ratio)
(1.13% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$25,319.23 $38,927.08 $36,859.84
Est. savings over 30 yrs +$13,607.85 +$11,540.61
As of 9/30/16
1 YR RETURN -4.44%
3 YR 0.90%
5 YR 8.78%
10 YR --
1 YR RETURN 9.67%
3 YR 10.33%
5 YR 17.13%
10 YR 9.78%
1 YR RETURN 16.08%
3 YR 12.99%
5 YR 16.48%
10 YR 7.10%
The investment seeks long-term capital appreciation. The fund invests primarily in a combination of long and short positions in (1) common stock of U.S. companies of any capitalization; (2) American depositary receipts ("ADRs") representing common stock of foreign companies; (3) investment grade fixed income securities; (4) exchange-traded funds and (5) options on common stock, ADRs and ETFs. It may also employ leverage including bank borrowing of up to 33% of the fund's assets (defined as net assets plus borrowing for investment purposes). The fund is non-diversified.
The investment seeks to provide long-term capital appreciation through investments in common stocks of growth companies. The fund normally will invest at least 80% of net assets (including any borrowings for investment purposes) in the common stocks of large companies. A large company is defined as one whose market capitalization is larger than the median market capitalization of companies in the Russell 1000 Growth Index, a widely used benchmark of the largest domestic growth stocks. While most assets typically will be invested in U.S. common stocks, it may invest in foreign stocks in keeping with its investment objective. The fund is non-diversified.
The investment seeks to realize capital growth. To achieve the fund's investment objective, EULAV Asset Management invests substantially all of the fund's assets in common stock. Under normal circumstances, the Adviser expects that the fund's portfolio will generally consist of positions in 30 to 50 companies. While the fund is actively managed by the Adviser, the Adviser relies primarily on the rankings of companies by the Value Line Timeliness™ Ranking System in selecting securities for purchase or sale.

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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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