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CCAPX Chiron Capital Allocation I

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Fund CCAPX Chiron Capital Allocation I GYLD Arrow Dow Jones Global Yield ETF EFFE Global X | JPMorgan Efficiente ETF  
Similarity
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100% 92% 86%
Annual Fees
?
$119.89
(1.15% Exp. Ratio)
$78.19
(0.75% Exp. Ratio)
$87.57
(0.84% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$24,662.92 $27,839.39 $27,091.92
Est. savings over 30 yrs +$3,176.47 +$2,429.00
Return
As of 12/31/16
1 YR RETURN 10.10%
3 YR --
5 YR --
10 YR --
1 YR RETURN 13.86%
3 YR -3.95%
5 YR --
10 YR --
1 YR RETURN 10.51%
3 YR --
5 YR --
10 YR --
Description
The investment seeks total return. The fund seeks to achieve its objective by allocating its assets among equity, debt and money market securities, of issuers in markets around the globe. Under normal market conditions, the Advisor intends to allocate its assets within the following ranges: 25-70% of net assets in equity; 20-50% of net assets in fixed income and 0-50% of net assets in cash and cash equivalents.
The investment seeks investment results that generally correspond, before fees and expenses, to the price and yield performance of the Dow Jones Global Composite Yield Index (the "underlying index"). The fund uses a "passive" or "indexing" investment approach to seek to track the price and yield performance of the underlying index. It invests at least 80% of its total assets in the component securities of the underlying index (or depositary receipts representing those securities). The underlying index seeks to identify the 150 highest yielding investable securities in the world within three "asset classes."
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the JPMorgan ETF Efficiente 10 TR Series X Index. The fund invests at least 80% of its total assets in the securities of the underlying index. The underlying index tracks the total return performance of a portfolio of eleven exchange-traded funds (each, an "ETF") and two exchange-traded products (each an "ETP") (each ETP and ETF a "Constituent" and together the "Constituents"). The fund 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.

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

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