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CUSEX Capital Group US Equity

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Fund CUSEX Capital Group US Equity VHCOX Vanguard Capital Opportunity Inv  
100% 91%
Annual Fees
(0.65% Exp. Ratio)
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$42,628.78 $45,279.82
Est. savings over 30 yrs +$2,651.04
As of 12/31/16
1 YR RETURN 10.07%
3 YR 6.61%
5 YR 12.24%
10 YR --
1 YR RETURN 10.56%
3 YR 10.48%
5 YR 17.89%
10 YR 9.06%
The investment seeks to provide prudent growth of capital and conservation of principal. The fund invests primarily in common stocks, or securities convertible into common stocks, of U.S. issuers that the investment adviser believes have the potential for growth. Under normal market conditions, it invests at least 80% of its net assets in equity-type securities and at least 80% of its net assets in securities of issuers in the United States. Investments may include U.S. registered securities of issuers outside of the United States such as American Depository Receipts.
The investment seeks long-term capital appreciation. The fund invests mainly in U.S. stocks, with an emphasis on companies that are considered to have prospects for rapid earnings growth. It does not focus on companies of any particular size, however; the advisor may emphasize mid-cap stocks. The fund's investment advisor uses fundamental research to identify stocks that are expected to outperform the market over a three- to five-year time horizon and that are available at attractive prices relative to their fundamental values.

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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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