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OIPIX Catalyst IPOx Allocation I

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Fund OIPIX Catalyst IPOx Allocation I FIBG Credit Suisse FI Enhanced Big Cap Gr ETN POGRX PRIMECAP Odyssey Growth  
100% 97% 88%
Annual Fees
(1.73% Exp. Ratio)
(0.05% Exp. Ratio)
(0.64% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$30,718.08 $51,079.82 $42,767.41
Est. savings over 30 yrs +$20,361.74 +$12,049.32
As of 9/30/16
1 YR RETURN 17.40%
3 YR --
5 YR --
10 YR --
1 YR RETURN 18.89%
3 YR --
5 YR --
10 YR --
1 YR RETURN 17.44%
3 YR 11.38%
5 YR 18.13%
10 YR 9.37%
The investment seeks capital appreciation. The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus borrowings, if any) in the common stocks of companies listed on the IPOX U.S. 100 Index ("index") and newly listed initial public offerings of U.S. companies. The fund's portfolio has two components; the Core Long Component and the Dynamic Component, each utilize a distinct investment strategy. It is non-diversified.
The ETNs are medium-term notes of Credit Suisse AG (“Credit Suisse”), the return on which is linked to the performance of the Russell 1000® Growth Index Total Return (the “Index”) on a leveraged basis. The ETNs seek to approximate the return that might be available through a leveraged “long” investment strategy in the components of the Index. A leveraged “long” investment strategy involves the practice of borrowing money from a third party lender at an agreed-upon rate of interest and using the borrowed money together with investor capital to purchase assets (e.g., equity securities).
The investment seeks to provide long-term capital appreciation. The fund invests primarily in the common stocks of U.S. companies, emphasizing those companies with the potential for above average earnings growth. It may invest in stocks across all market sectors and market capitalizations. Although it has historically invested primarily in large- and mid-capitalization companies, it has also invested a significant portion of its assets in small-cap stocks.

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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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