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TILDX Centaur Total Return

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Fund TILDX Centaur Total Return LLSCX Longleaf Partners Small-Cap  
100% 87%
Annual Fees
(2.09% Exp. Ratio)
(0.91% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$28,185.87 $40,375.21
Est. savings over 30 yrs +$12,189.34
As of 9/30/16
1 YR RETURN 9.62%
3 YR 3.94%
5 YR 10.01%
10 YR 8.03%
1 YR RETURN 24.09%
3 YR 9.00%
5 YR 16.49%
10 YR 8.70%
The investment seeks maximum total return through a combination of capital appreciation and current income. The fund typically invests in common stocks and other equity securities, which may include securities issued by real estate investment trusts (REITs), publicly traded master limited partnerships (MLPs) or royalty trusts, as well as preferred stocks, convertible bonds, convertible preferred stocks, and warrants. In addition to investing in equity securities that offer high dividend yields, the Advisor expects to generate income from selling covered call options on securities in the fund. It is non-diversified.
The investment seeks long-term capital growth. The Small-Cap Fund normally invests at least 80% of net assets plus any borrowings for investment purposes in the equity securities, including convertible securities, of a limited number of companies whose market capitalizations at the time of purchase are considered small cap. The fund primarily owns common stock but may purchase other types of securities. It 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".

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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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