JACKX
ActiveJACKX
Expense Ratio
0.75%
Annual Cost per $10K
$75.00
30-Year Fee Drag per $10K
$14,482
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
-1.57%
Asset Allocation
No allocation data available
Fee Comparison
JACKX
0.75%Index benchmark
0.03%Historical Returns
Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of May 2023 · Updated quarterly
-7.40%20 months
Compare to
Fee Impact Calculator
$
%
JACKX at 0.75%$308,204
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$72,409
Cost vs index fund−$69,220
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