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CATOX Cavalier Tactical Rotation Advisor

2 lower fee alternatives found

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Fund CATOX Cavalier Tactical Rotation Advisor CLSHX AdvisorOne CLS Shelter N ICSNX Innealta Capital Sector Rotation N  
Similarity
?
100% 90% 88%
Annual Fees
?
$287.73
(2.79% Exp. Ratio)
$137.16
(1.33% Exp. Ratio)
$180.47
(1.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.13% annual return
$10,777.99 $16,856.34 $14,831.54
Est. savings over 30 yrs +$6,078.35 +$4,053.55
Return
As of 11/30/16
1 YR RETURN 2.61%
3 YR 3.79%
5 YR --
10 YR --
1 YR RETURN 6.76%
3 YR 5.12%
5 YR 7.13%
10 YR --
1 YR RETURN 14.90%
3 YR 4.41%
5 YR --
10 YR --
Description
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. The investments of the fund and portfolio funds will be comprised of equity securities principally consisting of common stock, preferred stock, convertible preferred stock, convertible bonds, and warrants.
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.
The investment seeks capital appreciation and current income. Under normal market conditions, the fund operates as a fund of funds, investing primarily in equity representative ETFs. It may also invest in fixed income representative ETFs and alternative asset class ETFs. The fund's strategy is based on a proprietary tactical asset allocation model that normally invests in U.S. sectors (as defined by Global Industry Classification Structure (GICS) equity markets based on the specific risk/reward characteristics of individual sector or sub-sector equity markets by investing in representative exchange-traded funds ("ETFs").

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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.

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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".

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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