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ROWSX Russell Strategic Call Overwriting S

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Fund ROWSX Russell Strategic Call Overwriting S
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Similarity
?
100%
Annual Fees
?
$103.16
(0.98% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.27% annual return
$34,700.14
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 8.11%
3 YR 4.42%
5 YR --
10 YR --
Description
The investment seeks to provide total return with lower volatility than U.S. equity markets. The fund invests principally in equity securities economically tied to the U.S., which primarily include common stocks of large and medium capitalization companies. The managers define large and medium capitalization stocks as stocks of those companies represented by the Russell 1000® Index and S&P 500® Index or within the capitalization range of the Russell 1000® Index and S&P 500® Index as measured at their most recent reconstitutions. The fund also writes (sells) index call options, typically on broad-based securities market indexes (e.g., the S&P 500® Index).

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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".

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