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CDFFX Chadwick & D'Amato

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Fund CDFFX Chadwick & D'Amato FLMFX Meeder Muirfield Retail AAANX Horizon Active Asset Allocation N  
Similarity
?
100% 89% 86%
Annual Fees
?
$238.14
(2.31% Exp. Ratio)
$154.64
(1.50% Exp. Ratio)
$167.01
(1.62% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.09% annual return
$12,365.94 $15,842.02 $15,273.14
Est. savings over 30 yrs +$3,476.09 +$2,907.20
Return
As of 10/31/16
1 YR RETURN -4.15%
3 YR -0.93%
5 YR 1.69%
10 YR --
1 YR RETURN -0.76%
3 YR 3.90%
5 YR 9.36%
10 YR 4.21%
1 YR RETURN -1.63%
3 YR 2.15%
5 YR --
10 YR --
Description
The investment seeks capital appreciation with capital preservation as a secondary objective. The fund invests primarily in exchange-traded funds ("ETFs"), open-end investment companies (mutual funds) and closed-end funds that each invests primarily in common stocks, fixed income securities including convertible securities, or alternative assets. It will invest without restriction as to capitalization, sector, country, currency, credit quality or maturity. Investments in fixed income securities may include underlying funds that invest in non-investment grade fixed income securities, commonly known as "high yield" or "junk" bonds.
The investment seeks to provide long-term capital appreciation. The fund pursues its investment objective by investing primarily in common and preferred stocks. It may also invest in equity investment companies ("underlying funds"), which include domestic and foreign mutual funds, as well as in exchange traded funds ("ETFs"), closed-end funds and unit investment trusts. The fund may invest in index funds and index-based investments, such as Standard & Poor's Depositary Receipts (SPDRs), and may invest directly in, or in underlying funds investing in, futures contracts and options on futures contracts.
The investment seeks capital appreciation. The adviser selects asset classes using a flexible approach that allocates the Allocation fund's portfolio between asset classes that Horizon believes have the highest expected return for a given amount of risk. Horizon typically executes its strategy by investing in exchange-traded funds ("ETFs"). Potential ETFs are reviewed for sufficient trading liquidity and fit within overall portfolio diversification needs prior to investment.

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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.

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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