CPMPX

Active

Changing Parameters Fund

Category: US Equity (9,528 funds)

Expense Ratio

2.64%

Annual Cost per $10K

$264.00

30-Year Fee Drag per $10K

$40,146

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+6.60%

Asset Allocation

US Equity

70%

US Bond

18%

Cash

13%

Fee Comparison

CPMPX

2.64%

US Equity average

1.06%

US Equity cheapest

BKLC

0.00%

Index benchmark

0.03%

149% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+21.15%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

CPMPX at 2.64%$179,884

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$200,729

Cost vs index fund−$197,540

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

Ticker	Name	ER	1yr	3yr	5yr
CPMPX	Changing Parameters Fund	2.64%	+6.60%	+6.60%	+5.43%
MERFX	The Merger Fund	1.56%	-9.13%	-36.87%	-33.40%
AAETX	American Funds 2030 Target Date Retirement Fund	0.66%	+14.18%	+13.98%	+9.03%
AAFTX	American Funds 2035 Target Date Retirement Fund	0.67%	+15.82%	+15.87%	+10.58%
TIBOX	Thornburg Investment Income Builder Fund	0.84%	+26.16%	+24.75%	+17.31%
RICAX	Investment Co of America	1.36%	+19.57%	+27.16%	+16.43%
TRAIX	T. Rowe Price Capital Appreciation Fund	0.58%	+10.50%	+16.19%	+11.63%
FSLTX	Strategic Advisers Alternatives Fund	1.56%	+7.58%	+4.51%	—
CIPAX	American Funds Conservative Growth and Income Portfolio	0.88%	+11.79%	+11.52%	+8.53%
VWENX	VANGUARD WELLINGTON FUND	0.17%	+12.65%	+13.05%	+9.43%
CPATX	Counterpoint Tactical Income Fund	2.25%	+4.14%	+6.47%	+4.91%
AADTX	American Funds 2025 Target Date Retirement Fund	0.63%	+12.54%	+12.24%	+7.76%
TFPN	Blueprint Chesapeake Multi-Asset Trend ETF	2.06%	+1.85%	—	—
SVARX	Spectrum Low Volatility Fund	2.81%	+2.57%	+5.79%	+4.42%
TQQQ	ProShares UltraPro QQQ	0.84%	+31.32%	+49.61%	+18.09%
KAGAX	Kensington Dynamic Allocation Fund	1.67%	+42.53%	+15.69%	—
ACEIX	Invesco Equity and Income Fund	0.76%	+9.14%	+10.33%	+10.51%
JABLX	Janus Henderson Balanced Portfolio$1M min	0.87%	+13.29%	+16.75%	+9.62%
BLPAX	American Funds Moderate Growth and Income Portfolio	0.93%	+15.22%	+14.72%	+9.87%
NLSAX	Neuberger Berman Long Short Fund	1.68%	+9.73%	+9.55%	+6.76%
RWDNX	Redwood Managed Volatility Fund	2.39%	+3.86%	+4.18%	+0.28%
ACIIX	Equity Income Fund	0.59%	+6.58%	+11.74%	+9.73%
JGLYX	JPMorgan Small Cap Growth Fund	1.24%	+6.60%	+9.99%	+2.18%
CGLGX	American Funds Growth and Income Portfolio	0.92%	+18.14%	+18.35%	+12.44%
LCORX	Leuthold Core Investment Fund	1.43%	—	—	—
NSIRX	North Star Opportunity Fund	1.56%	—	—	—
CGIOX	Calamos Growth & Income Fund	0.73%	+22.36%	+19.50%	+14.61%
AACTX	American Funds 2020 Target Date Retirement Fund	0.61%	+12.05%	+11.50%	+7.31%
FIQWX	Fidelity Strategic Dividend and Income Fund	0.56%	+7.94%	+10.11%	+9.25%
DIAMX	DIAMOND HILL LONG SHORT FUND	1.94%	+11.66%	+13.87%	-4.43%
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	0.35%	+17.15%	+24.50%	—
HHCAX	NexPoint Event Driven Fund	2.65%	+4.42%	+5.55%	+0.19%
GARUX	Goldman Sachs Absolute Return Tracker Fund	0.73%	+6.83%	+9.98%	+6.37%
ITCSX	VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO	0.65%	+10.16%	+15.83%	+11.18%
RRMVX	T. Rowe Price Mid-Cap Value Fund, Inc.	1.35%	+3.62%	+17.35%	+15.11%
SYMAX	AlphaCentric Symmetry Strategy Fund	1.97%	+6.40%	+5.30%	+9.09%
HRSIX	Hood River Small-Cap Growth Fund	1.07%	+21.56%	+24.61%	+17.81%
WFPCX	Allspring Special Mid Cap Value Fund	1.87%	+0.47%	+12.63%	+7.45%
IRGPX	Voya Retirement Aggressive Portfolio	0.60%	+12.78%	+18.05%	+10.61%
QLD	ProShares Ultra QQQ	0.95%	+28.75%	+39.24%	+19.14%
THHYX	Toews Tactical Income Fund	1.37%	+3.95%	+4.90%	+2.33%
SSTIX	State Street Total Return V.I.S. Fund	0.67%	+11.57%	+15.85%	+8.56%
FHCLX	Select Health Care Portfolio	—	—	—	—
EKBDX	Allspring Diversified Capital Builder Fund	1.01%	+12.78%	+21.90%	+12.65%
FBFWX	American Funds Retirement Income Portfolio - Moderate	1.24%	+12.91%	+11.91%	+8.18%
DIVPX	MAI MANAGED VOLATILITY FUND	1.47%	+9.52%	+8.98%	+7.85%
FINHX	Fidelity Equity-Income Fund	—	—	—	—
SSO	ProShares Ultra S&P500	0.89%	+21.64%	+30.12%	+21.87%
PPIPX	T. Rowe Price Spectrum Conservative Allocation Fund	0.56%	+7.96%	+9.01%	+5.30%
TSPX	Twin Oak Active Opportunities ETF	1.01%	—	—	—
VALIX	VALUE LINE CAPITAL APPRECIATION FUND INC	1.08%	+26.56%	+25.55%	+10.67%
FAFWX	American Funds Retirement Income Portfolio - Conservative	1.27%	+10.58%	+9.52%	+5.76%
ACMAX	Absolute Capital Defender Fund	2.08%	+9.23%	+10.39%	+6.18%
FKMCX	Fidelity Mid-Cap Stock Fund	1.69%	+10.06%	+11.41%	+14.78%
MACBX	MFS Conservative Allocation Fund	0.83%	+5.79%	+6.88%	+3.65%
TMF	Direxion Daily 20+ Year Treasury Bull 3X Shares	0.91%	-11.13%	-13.72%	-33.59%
VSCAX	Invesco Small Cap Value Fund	1.35%	+13.93%	+19.86%	+25.74%
FCAGX	Fidelity Small Cap Growth Fund	0.92%	-11.50%	-33.45%	-40.48%
FCFWX	American Funds Retirement Income Portfolio - Enhanced	1.14%	+14.79%	+14.11%	+10.22%
CTAKX	American Funds College 2036 Fund	0.43%	+16.21%	+17.43%	+10.67%
FTCFX	American Funds College 2033 Fund	0.39%	+12.98%	+13.82%	+8.49%
MXCPX	Empower Conservative Profile Fund	0.76%	+4.76%	+7.94%	+4.12%
VLAAX	VALUE LINE ASSET ALLOCATION FUND INC	1.06%	-1.38%	+12.65%	+6.18%
CONWX	Concorde Wealth Management Fund	1.62%	+9.59%	+10.13%	+9.85%
FIAPX	Fidelity Equity Dividend Income Fund	1.58%	—	—	—
MXMPX	Empower Moderate Profile Fund	0.90%	+7.22%	+12.01%	+7.45%
LONAX	Longboard Fund	2.24%	+2.69%	+6.81%	+5.32%
LMMRX	ClearBridge Dividend Strategy Fund	1.35%	+11.43%	+18.04%	+13.26%
BTBFX	Boston Trust Asset Management Fund	0.80%	+6.61%	+13.22%	+8.70%
SSIAX	1919 Socially Responsive Balanced Fund	0.95%	+8.17%	—	—
FMSHX	Franklin Mutual Shares Fund	0.70%	+5.55%	+16.01%	+12.34%
REMIX	STANDPOINT MULTI-ASSET FUND	1.26%	+3.16%	+5.76%	+11.21%
PODAX	Aristotle Portfolio Optimization Growth Fund	1.09%	+11.96%	—	—
RYNVX	Nova Fund	1.41%	+20.95%	+32.79%	+20.21%
HQICX	THE HARTFORD EQUITY INCOME FUND	1.74%	+7.18%	+9.08%	+12.27%
FAS	Direxion Daily Financial Bull 3X Shares	0.89%	+16.83%	+31.53%	+38.28%
JEPAX	JPMorgan Equity Premium Income Fund	0.45%	+3.75%	+12.41%	+10.04%
SPXL	Direxion Daily S&P 500 Bull 3X Shares	0.87%	+43.27%	+51.71%	+36.92%
CMALX	CRAWFORD MULTI-ASSET INCOME FUND	0.99%	+4.11%	+10.95%	+9.84%
MXDPX	Empower Moderately Conservative Profile Fund	0.82%	+5.95%	+9.94%	+5.81%
UOPIX	ULTRANASDAQ-100 PROFUND	1.45%	+51.52%	+55.94%	+27.87%
STFBX	State Farm Balanced Fund	0.14%	+10.88%	+16.23%	—
XBI	SPDR(R) S&P(R) Biotech ETF	0.35%	+1.38%	+8.15%	-2.04%
PNSAX	Putnam Small Cap Growth Fund	1.17%	+8.39%	+20.41%	+11.12%
SVFCX	Smead Value Fund	1.80%	-2.42%	+9.76%	+13.71%
HMDCX	THE HARTFORD MIDCAP FUND	1.84%	+3.56%	+6.90%	+4.16%
VVOAX	Invesco Value Opportunities Fund	1.27%	+18.64%	+20.63%	+24.43%
TPPAX	T. Rowe Price Spectrum Moderate Allocation Fund	0.62%	+9.14%	+11.03%	+6.76%
GTSAX	Invesco Small Cap Growth Fund	0.81%	+4.06%	+12.58%	+4.28%
IRCIX	Voya RussellTM Small Cap Index Portfolio	0.93%	+9.94%	+14.42%	+10.30%
ARANX	Horizon Active Risk Assist Fund	1.32%	+7.14%	+11.77%	+8.89%
DHMAX	DIAMOND HILL SMALL-MID CAP FUND	1.21%	+6.14%	+11.35%	-3.74%
HMEAX	Nexpoint Merger Arbitrage Fund	2.25%	+5.42%	+5.22%	+4.90%
FGSHX	Fidelity Growth Strategies Fund	1.73%	—	—	—
SBACX	Touchstone Strategic Trust-Touchstone Balanced Fund	0.99%	+10.47%	+15.65%	+8.28%
FAIRX	The Fairholme Fund	1.00%	-8.14%	+10.92%	+10.38%
MCVSX	Victory Integrity Small-Cap Value Fund	1.43%	-0.35%	+11.44%	+15.46%
VYSDX	VOYA SMALL COMPANY FUND	1.92%	+5.72%	+10.60%	+10.32%
MRFOX	MARSHFIELD CONCENTRATED OPPORTUNITY FUND	1.02%	+10.72%	+18.84%	+14.80%
FEIQX	Franklin Equity Income Fund	0.50%	+14.27%	+15.32%	+14.87%
DFNRX	Kensington Defender Fund	—	—	—	—

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