Investment Test Drive

AVOAX Arin Large Cap Theta Advisor

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Fund AVOAX Arin Large Cap Theta Advisor GTSOX Glenmede Secured Options  
Similarity
?
100% 88%
Annual Fees
?
$122.11
(1.16% Exp. Ratio)
$88.42
(0.84% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.27% annual return
$32,856.83 $36,202.55
Est. savings over 30 yrs +$3,345.72
Return
As of 11/30/16
1 YR RETURN 0.25%
3 YR 2.58%
5 YR --
10 YR --
1 YR RETURN 6.23%
3 YR 6.36%
5 YR 8.60%
10 YR --
Description
The investment seeks maximum relative total return versus the S&P 500 Stock Index through a combination of capital appreciation and current income. The fund normally will invest at least 80% of net assets, plus borrowings for investment purposes, in a portfolio of securities whose value is based on companies with market capitalizations that qualify them as "large-cap" companies. The advisor considers a company to be a "large cap" company if its market capitalization falls within the range of market capitalizations of companies included in the Standard & Poor's 500 Index.
The investment seeks long-term capital appreciation and option premiums consistent with reasonable risk to principal. Under normal market circumstances, at least 80% of the value of the Portfolio's total assets (including borrowings for investment purposes) will be subject to secured option strategies, which are written covered call and/or secured put options on stock index ETFs, stock indices and/or individual stocks held by the Portfolio. The advisor intends to invest in a diversified portfolio of equity securities with generally similar risk and return characteristics as the Standard & Poor's 500® Index.

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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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