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ETFWX Stadion Tactical Defensive I

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Fund ETFWX Stadion Tactical Defensive I
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Similarity
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100%
Annual Fees
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$202.12
(1.96% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.12% annual return
$13,888.38
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 6.32%
3 YR 1.29%
5 YR 5.39%
10 YR 2.53%
Description
The investment seeks capital appreciation. The fund invests primarily in and allocates its investments primarily between fund Investments that the Adviser believes have the potential for capital appreciation and Cash Positions. The "fund investments" include actively managed and index-based ETFs, mutual funds and other investment companies. "Cash Positions" include cash and short-term, highly liquid investments, such as money market instruments, U.S. government obligations, commercial paper, repurchase agreements, and other cash or cash equivalent positions.

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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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