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KCMBX KCM Macro Trends R-2

1 lower fee alternative found

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Fund KCMBX KCM Macro Trends R-2 KCMTX KCM Macro Trends R-1  
Similarity
?
100% 100%
Annual Fees
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$252.27
(2.46% Exp. Ratio)
$175.36
(1.71% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.55% annual return
$10,075.06 $12,677.83
Est. savings over 30 yrs +$2,602.78
Return
As of 10/31/16
1 YR RETURN -1.04%
3 YR 2.19%
5 YR 6.43%
10 YR --
1 YR RETURN -0.24%
3 YR 2.99%
5 YR 7.23%
10 YR --
Description
The investment seeks long-term growth of capital; as a secondary goal, the fund seeks to manage volatility and market risk. The fund employs a flexible investment strategy, meaning it has the freedom to invest globally in companies of all sizes and in all sectors, long or short, and to hold cash. It is not restricted to any "style box," e.g., large cap growth or small cap value. To achieve its investment objective, the fund invests principally in domestic and foreign equity securities, exchange traded funds, futures and options. The term "macro" in the fund's name refers to its focus on the broad macroeconomic environment.
The investment seeks long-term growth of capital; as a secondary goal, the fund seeks to manage volatility and market risk. The fund employs a flexible investment strategy, meaning it has the freedom to invest globally in companies of all sizes and in all sectors, long or short, and to hold cash. It is not restricted to any "style box," e.g., large cap growth or small cap value. To achieve its investment objective, the fund invests principally in domestic and foreign equity securities, exchange traded funds, futures and options. The term "macro" in the fund's name refers to its focus on the broad macroeconomic environment.

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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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