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CCTFX Campbell Core Trend Institutional

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Fund CCTFX Campbell Core Trend Institutional FMF First Trust Morningstar Mgd FutsStrt ETF  
100% 90%
Annual Fees
(1.25% Exp. Ratio)
(0.95% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.60% annual return
$11,043.43 $12,095.54
Est. savings over 30 yrs +$1,052.11
As of 9/30/16
1 YR RETURN -5.54%
3 YR --
5 YR --
10 YR --
1 YR RETURN -2.99%
3 YR -0.15%
5 YR --
10 YR --
The investment seeks capital appreciation. The fund pursues its investment objective by (i) investing its assets pursuant to the Campbell Core Trend Program; (ii) allocating up to 25% of its assets in its wholly-owned subsidiary, Campbell Core Offshore Limited (the "Subsidiary"), which is organized under the laws of the Cayman Islands and employs the Manager's Campbell Core Trend Program, and (iii) allocating the remainder of its assets directly in a portfolio of investment grade securities (including government securities) for cash management purposes. It is non-diversified.
The investment seeks to achieve positive returns that uses as a benchmark, the Morningstar Diversified Futures Index. The fund is an actively managed exchange-traded fund that seeks to achieve positive returns that are not directly correlated to broad market equity or fixed income returns. It seeks to exceed the performance of the Benchmark by actively selecting investments for the fund with varying maturities from the underlying components of the Benchmark. 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.


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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