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APOPX Cavanal Hill Opportunistic Investor

7 lower fee alternatives found

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Fund APOPX Cavanal Hill Opportunistic Investor VCVLX Vanguard Capital Value Inv PWC PowerShares Dynamic Market ETF  
100% 85% 87%
Annual Fees
(1.87% Exp. Ratio)
(0.50% Exp. Ratio)
(0.60% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$30,152.49 $45,704.78 $44,346.64
Est. savings over 30 yrs +$15,552.29 +$14,194.15
As of 9/30/16
1 YR RETURN 2.82%
3 YR 2.87%
5 YR 10.61%
10 YR --
1 YR RETURN 11.36%
3 YR 3.04%
5 YR 14.18%
10 YR 5.72%
1 YR RETURN 9.55%
3 YR 8.82%
5 YR 17.16%
10 YR 6.09%
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 long-term capital appreciation. The fund invests in a portfolio of stocks across the capitalization spectrums that are considered by the advisor to be undervalued. At the advisor's discretion, the portfolio may, at times, be relatively concentrated. Undervalued stocks are generally those that are out of favor with investors and currently trading at prices that the advisor feels are below what the stocks are worth compared with potential earnings, asset values, and/or dividends. These stocks may or may not pay dividends.
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.

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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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