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OIPAX Catalyst IPOx Allocation A

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Fund OIPAX Catalyst IPOx Allocation A POAGX PRIMECAP Odyssey Aggressive Growth CIPMX Champlain Mid Cap Adv  
100% 88% 88%
Annual Fees
(2.02% Exp. Ratio)
(0.62% Exp. Ratio)
(1.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$27,943.03 $42,768.13 $35,880.53
Est. savings over 30 yrs +$14,825.10 +$7,937.50
As of 11/30/16
1 YR RETURN 10.79%
3 YR --
5 YR --
10 YR --
1 YR RETURN 12.04%
3 YR 11.20%
5 YR 20.24%
10 YR 11.62%
1 YR RETURN 13.06%
3 YR 9.43%
5 YR 14.11%
10 YR --
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 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.
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.

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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".

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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