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HCMSX HCM Tactical Growth R

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Fund HCMSX HCM Tactical Growth R PXLV PowerShares Russell Top 200 Pure Val ETF CAPE Barclays ETN+ Shiller Capet  
100% 85% 85%
Annual Fees
(2.25% Exp. Ratio)
(0.39% Exp. Ratio)
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$26,218.86 $46,152.90 $45,326.14
Est. savings over 30 yrs +$19,934.04 +$19,107.28
As of 9/30/16
1 YR RETURN 14.04%
3 YR --
5 YR --
10 YR --
1 YR RETURN 18.22%
3 YR 9.31%
5 YR 15.99%
10 YR --
1 YR RETURN 24.74%
3 YR 14.64%
5 YR --
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. 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 0-100% in equities depending on the strength of the trend identified by the BuyLine.
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.
The investment seeks to replicate, net of expenses, the Shiller Barclays CAPETM US Core Sector Index. The index seeks to provide a notional long exposure to the top four relatively undervalued US equity sectors that also exhibit relatively strong price momentum. It incorporates the CAPE (Cyclically Adjusted Price Earnings) ratio to assess equity market valuations of nine sectors on a monthly basis and to identify the relatively undervalued sectors represented in the S&P 500®.

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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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