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CVXIX Spouting Rock/Convex Dynm Glbl Mcr Instl

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Fund CVXIX Spouting Rock/Convex Dynm Glbl Mcr Instl GAA Cambria Global Asset Allocation ETF  
100% 85%
Annual Fees
(1.42% Exp. Ratio)
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.43% annual return
$13,393.27 $19,081.36
Est. savings over 30 yrs +$5,688.09
As of 9/30/16
1 YR RETURN 7.01%
3 YR --
5 YR --
10 YR --
1 YR RETURN 10.95%
3 YR --
5 YR --
10 YR --
The investment seeks positive absolute returns. In pursuing positive absolute returns, the fund's subadviser seeks to minimize losses when it believes market risk is high and maximize growth when it believes market risk is low. The fund will invest the majority of its assets in ETFs that invest in U.S., international, and emerging market equity securities of any market capitalization (growth or value stocks or both) and fixed income securities of any maturity (including high yield securities, which are often referred to as "junk bonds"); real estate interests; commodities; and inflation-protected securities.
The investment seeks to track the performance, before fees and expenses, of the Cambria Global Asset Allocation Index. Under normal market conditions, the fund invests at least 80% of its total assets in the components of the underlying index and in depositary receipts representing components of the underlying index. The underlying index is designed to provide diversified exposure, including inverse exposure, to all of the major world asset classes in the various regions, countries and sectors around the globe.

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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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