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AAOPX Cavanal Hill Opportunistic A

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Fund AAOPX Cavanal Hill Opportunistic A PWC PowerShares Dynamic Market ETF BRAGX Bridgeway Aggressive Investors 1  
Similarity
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100% 87% 86%
Annual Fees
?
$193.35
(1.83% Exp. Ratio)
$63.39
(0.60% Exp. Ratio)
$66.56
(0.63% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$29,954.35 $43,519.89 $43,127.56
Est. savings over 30 yrs +$13,565.53 +$13,173.21
Return
As of 10/31/16
1 YR RETURN -0.53%
3 YR 1.64%
5 YR 8.02%
10 YR --
1 YR RETURN -0.17%
3 YR 5.98%
5 YR 13.63%
10 YR 5.46%
1 YR RETURN 3.10%
3 YR 5.68%
5 YR 12.96%
10 YR 3.50%
Description
The investment seeks positive investment returns. The fund invests in a wide range of financial instruments, market sectors and asset classes in the U.S. and other markets. It may invest in long and short positions in equity securities of issuers of any market capitalization, including convertible and private placement/restricted securities. The fund may from time to time invest in fixed income securities of any credit quality and maturity.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Dynamic Market IntellidexSM Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying intellidex. The underlying intellidex was composed of 100 U.S. stocks that NYSE Group, Inc., strictly in accordance with its guidelines and mandated procedures, included pursuant to a proprietary selection methodology. The underlying intellidex selection methodology seeks to identify and select companies from the U.S. marketplace with superior risk-return profiles.
The investment seeks to exceed the stock market total return (primarily through capital appreciation) at a level of total risk roughly equal to that of the stock market over longer periods of time. The fund invests in a diversified portfolio of common stocks of companies of any size that are listed on the New York Stock Exchange, NYSE MKT and NASDAQ. It may invest in stocks for which there is relatively low market liquidity, as periodically determined by the Adviser based on the stock's trading volume.

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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.

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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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