Investment Test Drive

CENNX Centerstone Investors C

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Fund CENNX Centerstone Investors C GLBLX Leuthold Global Retail  
Similarity
?
100% 86%
Annual Fees
?
$219.98
(2.11% Exp. Ratio)
$165.76
(1.59% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$18,403.23 $21,573.53
Est. savings over 30 yrs +$3,170.30
Return
As of 12/31/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.42%
3 YR 0.90%
5 YR 6.00%
10 YR --
Description
The investment seeks long-term growth of capital. The fund will normally invest at least 60% of its total assets in equity and equity related securities and up to 40% of its total assets in fixed-income instruments. The fund may also invest in cash and cash equivalents. The Investors Fund primarily invests its assets in common stocks (and securities convertible into common stocks) of U.S. and foreign companies. The fund may also invest up to 10% of its total assets in precious metals such as gold or silver, or in instruments related to such precious metals such as commodity contracts, options on such contracts, structured notes and ETFs.
The investment seeks capital appreciation and income (or "total return") in amounts attainable by assuming only prudent investment risk over the long term. The fund is a "flexible" fund which allocates its investments among common stocks and other equity securities, bonds and other debt securities, money market instruments in proportions which reflect the judgment of Leuthold Weeden Capital Management. It invests at least 40% of its assets in securities from international markets, unless market conditions are not deemed favorable by the adviser, in which case the fund may invest less than 40% of its assets in securities.

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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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