Investment Test Drive

CETAX Centerstone Investors A

2 lower fee alternatives found

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Fund CETAX Centerstone Investors A GMOM Cambria Global Momentum ETF GDMOX Lazard Global Dynamic Multi Asset Open  
Similarity
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100% 85% 85%
Annual Fees
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$141.77
(1.36% Exp. Ratio)
$83.40
(0.80% Exp. Ratio)
$125.10
(1.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$23,087.34 $27,361.01 $24,237.64
Est. savings over 30 yrs +$4,273.67 +$1,150.30
Return
As of 11/30/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.81%
3 YR --
5 YR --
10 YR --
1 YR RETURN --
3 YR --
5 YR --
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 to preserve and grow capital from investments in the U.S. and foreign equity, fixed income, commodity and currency markets, independent of market direction. The fund is considered a "fund of funds" that seeks to achieve its investment objective by primarily investing in other exchange-traded funds and other exchange traded products including, but not limited to, exchange-traded notes, exchange traded currency trusts, closed-end funds, and real estate investment trusts that offer diversified exposure, including inverse exposure, to global regions, countries, styles and sectors.
The investment seeks total return. The Investment Manager allocates the Portfolio's assets among various U.S. and non-U.S. equity and fixed-income strategies managed by the Investment Manager in proportions consistent with the Investment Manager's evaluation of various economic and other factors designed to estimate probabilities, including volatility. Under normal market conditions, the Portfolio invests significantly in issuers organized or located outside the U.S. or doing a substantial amount of business outside the U.S., securities denominated in a foreign currency or foreign currency forward contracts.

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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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