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CLPFX Catalyst/Lyons Hedged Premium Return I

15 lower fee alternatives found

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Fund CLPFX Catalyst/Lyons Hedged Premium Return I VMGMX Vanguard Mid-Cap Growth Index Admiral VOT Vanguard Mid-Cap Growth ETF  
Similarity
?
100% 87% 87%
Annual Fees
?
$132.02
(1.25% Exp. Ratio)
$8.45
(0.08% Exp. Ratio)
$8.45
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$35,339.76 $50,317.99 $50,317.99
Est. savings over 30 yrs +$14,978.23 +$14,978.23
Return
As of 11/30/16
1 YR RETURN -4.07%
3 YR --
5 YR --
10 YR --
1 YR RETURN 3.81%
3 YR 7.29%
5 YR 12.49%
10 YR 7.20%
1 YR RETURN 3.79%
3 YR 7.28%
5 YR 12.49%
10 YR 7.20%
Description
The investment seeks to achieve long-term capital appreciation and income with less downside volatility than the equity market. The fund seeks to achieve its investment objectives by employing a value-based equity investment methodology, and by using options to reduce downside volatility and to potentially hedge against a portion of downside risk. It invests in a concentrated portfolio of approximately 30 stocks while also buying and selling call and put options on broad-based market indices. The fund invests in stocks selected for earnings efficiency, company strength, and relative value. It is non-diversified.
The investment seeks to track the performance of the CRSP US Mid Cap Growth Index that measures the investment return of mid-capitalization growth stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Growth Index, a broadly diversified index of growth stocks of mid-size U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
The investment seeks to track the performance of the CRSP US Mid Cap Growth Index that measures the investment return of mid-capitalization growth stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Growth Index, a broadly diversified index of growth stocks of mid-size U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the 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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