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CHLCX Victory CEMP Long/Short Strategy C

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Fund CHLCX Victory CEMP Long/Short Strategy C SPXH Janus Velocity Volatility Hdgd Lg Cp ETF  
Similarity
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100% 85%
Annual Fees
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$228.55
(2.20% Exp. Ratio)
$73.76
(0.71% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.89% annual return
$16,098.62 $25,338.93
Est. savings over 30 yrs +$9,240.31
Return
As of 12/31/16
1 YR RETURN 6.47%
3 YR 3.00%
5 YR --
10 YR --
1 YR RETURN 9.00%
3 YR 3.94%
5 YR --
10 YR --
Description
The investment seeks capital appreciation. The fund seeks to achieve its investment objective by primarily investing long or short 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 investment companies or other entities, including limited partnerships and limited liability companies, that invest primarily in equity securities.
The investment seeks investment results that correspond generally, before fees and expenses, to the performance of its underlying index, the VelocityShares Volatility Hedged Large Cap Index. The fund will seek to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in underlying index ETFs. The underlying index consists of an 85% allocation to the Underlying Large Cap ETFs (split evenly between each Underlying Large Cap ETF) and a 15% allocation to the Underlying Volatility ETFs (such allocation being the "Volatility Component"). 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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

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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