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CIAOX Capital Advisors Growth

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Fund CIAOX Capital Advisors Growth RYOCX Rydex NASDAQ-100® Inv  
100% 85%
Annual Fees
(1.27% Exp. Ratio)
(1.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$35,343.83 $35,559.25
Est. savings over 30 yrs +$215.42
As of 9/30/16
1 YR RETURN 14.36%
3 YR 8.80%
5 YR 13.30%
10 YR 7.21%
1 YR RETURN 16.66%
3 YR 14.90%
5 YR 18.02%
10 YR 11.25%
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 provide investment results that correspond, before fees and expenses, to the NASDAQ-100 Index® for over-the-counter securities on a daily basis. The fund employs as its investment strategy a program of investing in the common stock of companies that are generally within the capitalization range of the underlying index and derivative instruments. It will invest at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies in the underlying index and derivatives and other instruments whose performance is expected to correspond to that of the underlying index. 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.

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