Investment Test Drive

OIPAX Catalyst IPOx Allocation A

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund OIPAX Catalyst IPOx Allocation A BFOR Barron's 400 ETF CIPMX Champlain Mid Cap Adv  
Similarity
?
100% 85% 87%
Annual Fees
?
$213.36
(2.02% Exp. Ratio)
$68.66
(0.65% Exp. Ratio)
$126.75
(1.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$28,001.83 $42,471.68 $35,956.02
Est. savings over 30 yrs +$14,469.86 +$7,954.20
Return
As of 12/31/16
1 YR RETURN 15.69%
3 YR --
5 YR --
10 YR --
1 YR RETURN 17.42%
3 YR 6.30%
5 YR --
10 YR --
1 YR RETURN 18.38%
3 YR 8.86%
5 YR 14.57%
10 YR --
Description
The investment seeks capital appreciation. The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus borrowings, if any) in the common stocks of companies listed on the IPOX U.S. 100 Index ("index") and newly listed initial public offerings of U.S. companies. The fund's portfolio has two components; the Core Long Component and the Dynamic Component, each utilize a distinct investment strategy. It is non-diversified.
The investment seeks investment results that correspond generally, before fees and expenses, to the performance of the Barron's 400SM Index (the "underlying index"). The underlying index is a rules-based index intended to give investors a means of tracking the overall performance of high performing equity securities of U.S. companies. The fund will invest at least 80% of its total assets in the equity securities which comprise the underlying index.
The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of medium-sized companies. It seeks capital appreciation by investing mainly in common stocks of medium-sized companies that the Adviser believes have strong long-term fundamentals, superior capital appreciation potential and attractive valuations.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!