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CPRFX Camelot Premium Return A

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Fund CPRFX Camelot Premium Return A
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Annual Fees
(2.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.25% annual return
Est. savings over 30 yrs
As of 12/31/16
1 YR RETURN 20.70%
3 YR 4.73%
5 YR 9.46%
10 YR --
The investment seeks to achieve a consistent high rate of gains and total return with lower volatility than common stocks. The fund seeks to achieve its investment objectives primarily through equity-based option writing strategies including puts and covered calls. The premium the fund receives from writing options generates gains for the fund. It may also invest in dividend-paying or non-dividend-paying equity securities (including common stocks, preferred stocks and real estate investment trusts ("REITS") and MLPs) of companies of any market capitalization above $1 billion either by investing directly or indirectly through other investment companies.

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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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