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CIPOX Convergence Opportunities Institutional

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Fund CIPOX Convergence Opportunities Institutional PFSLX Paradigm Select ADVSX Advisory Research Small Company Opps  
100% 86% 85%
Annual Fees
(1.34% Exp. Ratio)
(1.15% Exp. Ratio)
(1.17% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$35,350.32 $37,450.73 $37,224.07
Est. savings over 30 yrs +$2,100.40 +$1,873.75
As of 10/31/16
1 YR RETURN -0.78%
3 YR --
5 YR --
10 YR --
1 YR RETURN 7.71%
3 YR 6.36%
5 YR 9.88%
10 YR 6.79%
1 YR RETURN 3.04%
3 YR --
5 YR --
10 YR --
The investment seeks long-term capital growth. The fund seeks to achieve its investment objective by establishing long and short positions in equity securities of domestic and foreign companies. It focuses primarily on companies with small to medium market capitalizations, although the fund may establish long and short positions in companies of any market capitalization. The advisor generally considers companies with small and medium market capitalizations to be those companies that comprise the lower 2,500 stocks by market capitalization of the Russell 3000® Index.
The investment seeks long-term capital appreciation. The fund invests primarily in the common stocks of companies with market capitalizations between $500 million and $10 billion at the time of purchase that the Advisor believes have the potential for capital appreciation. It may be overweight in certain sectors at various times. Securities are sold when they have realized their anticipated value or if new investment opportunities with higher expected returns are acquired.
The investment seeks long term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of small- and micro- cap companies. The fund's managers consider small- and micro- cap companies to be companies with market capitalizations within the ranges of those companies included in the Russell 2000 Index and the Russell Microcap® Index at the time of purchase. It is non-diversified.

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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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