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CATEX Cavalier Global Opportunities Instl

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Fund CATEX Cavalier Global Opportunities Instl CLSHX AdvisorOne CLS Shelter N  
100% 91%
Annual Fees
(1.37% Exp. Ratio)
(1.33% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.07% annual return
$16,372.90 $16,573.28
Est. savings over 30 yrs +$200.38
As of 9/30/16
1 YR RETURN 9.12%
3 YR 4.84%
5 YR --
10 YR --
1 YR RETURN 10.96%
3 YR 6.94%
5 YR 6.45%
10 YR --
The investment seeks capital appreciation. The fund invests in no-load, institutional, and exchange-traded funds that are registered under the Investment Company Act of 1940 and not affiliated with the fund ("portfolio funds") or making direct investments in portfolio securities based upon institutional research, recommendations, and trading signals from investment model managers or other third-party research providers. Under normal circumstances, at least 80% of the fund's net assets, plus borrowings for investment purposes, will be invested in equity securities or portfolio funds that invest in equity securities.
The investment seeks to limit the impact of large equity market declines, and the secondary investment objective is growth of capital. The fund invests primarily in U.S. Treasury bills, individual equity securities, money market funds, exchange traded funds ("ETFs"), open-end mutual funds and closed-end funds that each invest primarily in equity securities (common stock and securities convertible into common stock). This group of ETFs and funds is referred to as "underlying funds." Equity securities, whether purchased directly or indirectly through underlying funds, are not restricted by issuer capitalization or country.

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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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