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SSPLX Sirius S&P Strategic Large-Cap Allc

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Fund SSPLX Sirius S&P Strategic Large-Cap Allc HVPW US Equity High Volatility Put Write ETF  
Similarity
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100% 92%
Annual Fees
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$202.58
(1.95% Exp. Ratio)
$98.69
(0.95% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.89% annual return
$17,380.04 $23,564.45
Est. savings over 30 yrs +$6,184.41
Return
As of 12/31/16
1 YR RETURN -5.20%
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.41%
3 YR 0.09%
5 YR --
10 YR --
Description
The investment seeks long term growth and preservation of capital through investment in large cap equity and market index funds; current income is a secondary investment objective. The fund seeks to achieve its investment objectives of growth and preservation of capital by investing primarily in ETFs and secondarily in mutual funds. It is a "fund of funds," which means it invests normally at least 80% of its net assets plus the amount of any borrowings for investment purposes in ETFs and mutual funds that hold securities in the S&P 500 Index and large cap S&P sectors. The fund is non-diversified.
The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an index called the NYSE Arca U.S. Equity High Volatility Put Write IndexSM. The fund seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of the underlying index. The NYSE Arca U.S. Equity High Volatility Put Write IndexSM is an index that measures the return of a hypothetical portfolio consisting of exchange traded put options which have been sold on each of 40 stocks and a cash position calculated. 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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