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CFGAX Cavalier Fundamental Growth Advisor

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Fund CFGAX Cavalier Fundamental Growth Advisor PXMG PowerShares Russell Midcap Pure Gr ETF DWAQ PowerShares DWA NASDAQ Momentum ETF  
Similarity
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100% 86% 88%
Annual Fees
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$222.87
(2.11% Exp. Ratio)
$41.19
(0.39% Exp. Ratio)
$63.38
(0.60% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$27,240.38 $45,935.83 $43,117.63
Est. savings over 30 yrs +$18,695.44 +$15,877.25
Return
As of 12/31/16
1 YR RETURN 0.49%
3 YR 2.34%
5 YR --
10 YR --
1 YR RETURN 4.43%
3 YR 3.01%
5 YR 9.88%
10 YR 5.59%
1 YR RETURN 5.52%
3 YR 4.12%
5 YR 11.97%
10 YR 4.40%
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 Russell Midcap® Pure Growth Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the component securities that comprise the underlying index. The underlying index is composed of securities selected from the Russell Midcap® Index, which includes the smallest 800 securities of the Russell 1000® Index, an index designed to measure the performance of the largest 1,000 companies in the U.S. equity market.
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.

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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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