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HCMIX HCM Tactical Growth I

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Fund HCMIX HCM Tactical Growth I VLUE iShares Edge MSCI USA Value Factor PXLV PowerShares Russell Top 200 Pure Val ETF  
100% 85% 85%
Annual Fees
(2.15% Exp. Ratio)
(0.15% Exp. Ratio)
(0.39% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$26,970.40 $49,488.52 $46,041.62
Est. savings over 30 yrs +$22,518.13 +$19,071.23
As of 12/31/16
1 YR RETURN 10.53%
3 YR --
5 YR --
10 YR --
1 YR RETURN 15.68%
3 YR 7.81%
5 YR --
10 YR --
1 YR RETURN 23.88%
3 YR 9.06%
5 YR 15.46%
10 YR --
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective through investments in (i) domestic equity securities of any market capitalization, (ii) other investment companies (mutual funds (including mutual funds that use leverage), closed-end funds and exchange traded funds ("ETFs")) and (iii) cash and cash equivalents and put options. When the fund is in the market, it will invest in equity securities. The fund may be invested from 0-100% in cash and cash equivalents and/or put options and 0-100% in equities depending on the strength of the trend identified by the BuyLine.
The investment seeks to track the investment results of the MSCI USA Enhanced Value Index composed of U.S. large- and mid-capitalization stocks with value characteristics and relatively lower valuations. 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 "parent index"). The parent index includes U.S. large- and mid- capitalization stocks.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Russell Top 200® Pure Value Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the component securities that compose the underlying index. The underlying index is composed of securities selected from the Russell Top 200® Index, which includes the largest 200 securities of the Russell 3000® Index, an index measuring the performance of 95% of the U.S. equity market. 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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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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