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CHLCX Victory CEMP Long/Short Strategy C

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Fund CHLCX Victory CEMP Long/Short Strategy C TACTX FundX Tactical Upgrader  
100% 85%
Annual Fees
(2.21% Exp. Ratio)
(1.69% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.78% annual return
$15,562.98 $18,246.95
Est. savings over 30 yrs +$2,683.97
As of 9/30/16
1 YR RETURN 4.96%
3 YR 2.08%
5 YR --
10 YR --
1 YR RETURN 11.43%
3 YR 3.24%
5 YR 4.39%
10 YR --
The investment seeks capital appreciation. The fund seeks to achieve its investment objective by investing long or short primarily in a portfolio of equity securities of U.S. companies. The advisor defines equity securities to include common stock, futures on common stock or stock indices, options on common stock, and other entities, including limited partnerships and limited liability companies ("underlying funds"), which invest primarily in equity securities.
The investment seeks long-term capital appreciation with less volatility than the broad equity market; capital preservation is a secondary consideration. The fund is a fund-of-funds and as such invests in no-load and load waived mutual funds, and ETFs ("underlying funds"). The underlying funds, in turn, invest primarily in individual securities such as common stocks and bonds. The fund will have substantial holdings in Core Equity underlying funds and/or Total Return underlying funds.

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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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