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CAFGX Cavalier Fundamental Growth Institutiona

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Fund CAFGX Cavalier Fundamental Growth Institutiona DWAQ PowerShares DWA NASDAQ Momentum ETF POAGX PRIMECAP Odyssey Aggressive Growth  
Similarity
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100% 88% 87%
Annual Fees
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$117.24
(1.11% Exp. Ratio)
$63.38
(0.60% Exp. Ratio)
$65.49
(0.62% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$36,951.72 $43,117.63 $42,858.12
Est. savings over 30 yrs +$6,165.91 +$5,906.40
Return
As of 12/31/16
1 YR RETURN 1.51%
3 YR 3.36%
5 YR --
10 YR --
1 YR RETURN 5.52%
3 YR 4.12%
5 YR 11.97%
10 YR 4.40%
1 YR RETURN 11.73%
3 YR 10.84%
5 YR 20.65%
10 YR 11.75%
Description
The investment seeks capital appreciation. The fund's investment interim sub-advisor, Navellier & Associates, Inc. (the "Sub-Advisor"), seeks to achieve the fund's investment objective of capital appreciation by principally investing in stocks that the Sub-Advisor believes to have above-average growth potential relative to their peers. It invests principally in common stocks and is not limited in its investments by market capitalization.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Dorsey Wright® NASDAQ Technical Leaders Index. The fund generally will invest at least 90% of its total assets in common stocks of companies that comprise the underlying index. The index provider selects approximately 100 common stocks for inclusion in the underlying index from an eligible universe of approximately 1,000 securities of large capitalization companies that trade on the NASDAQ Stock Market LLC ("NASDAQ") and that are included in the NASDAQ Composite Index.
The investment seeks to provide long-term capital appreciation. The fund invests primarily in the common stocks of U.S. companies, emphasizing those companies with prospects for rapid earnings growth. It may invest in stocks across all market sectors and market capitalizations and has historically invested significant portions of its assets in mid- and small-capitalization companies.

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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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