Investment Test Drive

QACAX Quantified All-Cap Equity Advisor

2 lower fee alternatives found

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Fund QACAX Quantified All-Cap Equity Advisor QACFX Quantified All-Cap Equity Investor APOPX Cavanal Hill Opportunistic Investor  
Similarity
?
100% 100% 85%
Annual Fees
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$235.62
(2.23% Exp. Ratio)
$174.34
(1.65% Exp. Ratio)
$197.58
(1.87% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$26,501.15 $31,646.61 $29,590.36
Est. savings over 30 yrs +$5,145.46 +$3,089.21
Return
As of 10/31/16
1 YR RETURN -1.13%
3 YR 0.57%
5 YR --
10 YR --
1 YR RETURN -0.51%
3 YR 1.29%
5 YR --
10 YR --
1 YR RETURN -0.58%
3 YR 1.62%
5 YR 7.94%
10 YR --
Description
The investment seeks high appreciation on an annual basis consistent with a high tolerance for risk. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowing for investment purposes) in equity securities (common and preferred stocks) either directly through individual stocks and American Depositary Receipts (a security that trades in the U.S. financial markets representing a security of a non-U.S. company) ("ADRs") or indirectly through exchange-traded funds ("ETFs"), other closed-end and open-end investment companies, and futures contracts, forward contracts, options and swap agreements.
The investment seeks high appreciation on an annual basis consistent with a high tolerance for risk. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowing for investment purposes) in equity securities (common and preferred stocks) either directly through individual stocks and American Depositary Receipts (a security that trades in the U.S. financial markets representing a security of a non-U.S. company) ("ADRs") or indirectly through exchange-traded funds ("ETFs"), other closed-end and open-end investment companies, and futures contracts, forward contracts, options and swap agreements.
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.

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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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