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NAVFX Sector Rotation Fund

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Fund NAVFX Sector Rotation Fund
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Annual Fees
(2.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.13% annual return
Est. savings over 30 yrs
As of 12/31/16
1 YR RETURN 3.94%
3 YR 5.84%
5 YR 8.59%
10 YR --
The investment seeks capital appreciation. Under normal circumstances, the fund invests in shares of exchange-traded funds ("ETFs"). An ETF is an open-end investment company that holds a portfolio of investments designed to track a particular market segment or underlying index. In seeking to build a portfolio designed to outperform the S&P 500 Index, the Advisor may allocate fund assets among equity and fixed income ETFs representing various markets, regions and countries, including the United States. The fund may invest in ETFs that hold foreign securities and American Depositary Receipts ("ADRs"). 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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