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HCOAX Highland Global Allocation Fund A

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Fund HCOAX Highland Global Allocation Fund A FLMFX Meeder Muirfield Fund Retail  
100% 85%
Annual Fees
(1.59% Exp. Ratio)
(1.41% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.87% annual return
$19,325.55 $20,414.60
Est. savings over 30 yrs +$1,089.05
As of 2/28/18
1 YR RETURN -1.45%
3 YR -1.87%
5 YR 6.53%
10 YR 5.29%
1 YR RETURN 15.29%
3 YR 5.85%
5 YR 10.96%
10 YR 6.67%
The Fund seeks long-term growth of capital and future income. The Fund will invest in a portfolio of U.S. and foreign equity, debt and money market securities. Under normal market conditions, the Fund intends to invest at least 50% of its net assets in equity securities and at least 40% in non-U.S. issuers.
The Fund seeks growth of capital by investing in the shares of open-end mutual funds which invest primarily in common stock and seek long-term growth.

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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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