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CIAOX Capital Advisors Growth

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Fund CIAOX Capital Advisors Growth QUAL iShares Edge MSCI USA Quality Factor FNCMX Fidelity® Nasdaq Composite Index®  
Similarity
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100% 86% 87%
Annual Fees
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$134.14
(1.27% Exp. Ratio)
$15.84
(0.15% Exp. Ratio)
$30.63
(0.29% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$35,196.58 $49,370.60 $47,335.59
Est. savings over 30 yrs +$14,174.02 +$12,139.01
Return
As of 11/30/16
1 YR RETURN 5.14%
3 YR 6.48%
5 YR 11.75%
10 YR 6.37%
1 YR RETURN 5.27%
3 YR 8.90%
5 YR --
10 YR --
1 YR RETURN 5.43%
3 YR 10.64%
5 YR 16.51%
10 YR 9.16%
Description
The investment seeks long-term capital growth. The fund invests primarily in common stocks of U.S. companies. Under normal conditions, the fund will invest at least 65% of its total assets in common stocks of companies that the Advisor believes have the potential for long-term growth of capital. The Advisor uses the growth style of investing. Growth stocks are equity securities of companies that have or are expected to have above average earnings growth. The fund may also write covered call options on up to 33% of its net assets for the purpose of generating additional income for the fund.
The investment seeks to track the investment results of the MSCI USA Sector Neutral Quality Index composed of U.S. large- and mid-capitalization stocks with quality characteristics as identified through certain fundamental metrics. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is based on a traditional market capitalization-weighted parent index, the MSCI USA Index.
The investment seeks to provide investment returns that closely correspond to the price and yield performance of the Nasdaq Composite Index®. The fund normally invests at least 80% of assets in common stocks included in the index. It uses statistical sampling techniques that take into account such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, and earnings growth to create a portfolio of securities listed in the index that have a similar investment profile to the entire index. The fund lends securities to earn income for the fund.

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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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