LONAX
ActiveLongboard Fund
Category: US Equity (9,528 funds)
Expense Ratio
2.24%
Annual Cost per $10K
$224.00
30-Year Fee Drag per $10K
$35,771
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+2.69%
Asset Allocation
US Equity
79%Intl Equity
6%US Bond
14%Fee Comparison
LONAX
2.24%US Equity average
1.06%US Equity cheapest
0.00%Index benchmark
0.03%111% more expensive than category average
Historical Returns
Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly
+21.84%3Y
Compare to
Fee Impact Calculator
$
%
LONAX at 2.24%$201,760
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$178,853
Cost vs index fund−$175,664
Similar Funds (100)
Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025
| Ticker | Name | ER |
|---|---|---|
| LONAX | Longboard Fund | 2.24% |
| RICAX | Investment Co of America | 1.36% |
| AAFTX | American Funds 2035 Target Date Retirement Fund | 0.67% |
| RFNAX | American Funds Fundamental Investors | 1.37% |
| CPATX | Counterpoint Tactical Income Fund | 2.25% |
| LONGX | Longboard Fund$1M min | 2.24% |
| FSLTX | Strategic Advisers Alternatives Fund | 1.56% |
| BLPAX | American Funds Moderate Growth and Income Portfolio | 0.93% |
| PMAQX | MidCap Fund | 1.46% |
| FRDTX | Franklin Rising Dividends Fund | 1.58% |
| MEGBX | MFS Growth Fund | 1.58% |
| AAGTX | American Funds 2040 Target Date Retirement Fund | 0.68% |
| RRMGX | T. Rowe Price Mid-Cap Growth Fund, Inc. | 1.29% |
| FDYNX | Franklin Dynatech Fund | 1.57% |
| JDVFX | Disciplined Value Fund | 1.71% |
| FRGSX | Franklin Growth Fund | 1.54% |
| FACGX | Fidelity Advisor Growth Opportunities Fund | 1.49% |
| RRFDX | T. Rowe Price Equity Income Fund | 1.25% |
| FNITX | Fidelity Advisor New Insights Fund | 1.15% |
| CGLGX | American Funds Growth and Income Portfolio | 0.92% |
| MCVRX | MFS Mid Cap Value Fund | 1.24% |
| FHCLX | Select Health Care Portfolio | — |
| TAMVX | T. Rowe Price Mid-Cap Value Fund, Inc. | 1.10% |
| NLSAX | Neuberger Berman Long Short Fund | 1.68% |
| HDGRX | THE HARTFORD DIVIDEND AND GROWTH FUND | 1.34% |
| EKBDX | Allspring Diversified Capital Builder Fund | 1.01% |
| CGPAX | American Funds Growth Portfolio | 0.99% |
| FKMCX | Fidelity Mid-Cap Stock Fund | 1.69% |
| ACIIX | Equity Income Fund | 0.59% |
| TIBMX | Thornburg Investment Income Builder Fund | 1.03% |
| MCPRX | MFS Mid Cap Growth Fund | 1.02% |
| MLABX | NYLI Winslow Large Cap Growth Fund | 1.86% |
| WFMDX | Allspring Special Mid Cap Value Fund | 1.05% |
| FINHX | Fidelity Equity-Income Fund | — |
| MFRBX | MFS Research Fund | 1.52% |
| JMGFX | JPMorgan Mid Cap Growth Fund | 1.09% |
| BPTUX | Baron Partners Fund | 1.99% |
| PASVX | T. Rowe Price Small-Cap Value Fund, Inc. | 1.16% |
| DDFIX | Invesco Diversified Dividend Fund | 1.07% |
| FAEGX | Fidelity Advisor Equity Growth Fund | 1.17% |
| PASSX | T. Rowe Price Small-Cap Stock Fund, Inc. | 1.15% |
| UBVAX | Undiscovered Managers Behavioral Value Fund | 1.24% |
| RTLCX | Tax-Managed U.S. Large Cap Fund | 1.91% |
| CGIOX | Calamos Growth & Income Fund | 0.73% |
| LMPLX | ClearBridge Large Cap Growth Fund | 1.33% |
| MITBX | Massachusetts Investors Trust | 1.45% |
| GOGFX | Victory Sycamore Small Company Opportunity Fund | 1.23% |
| FSIUX | Invesco Dividend Income Fund | 1.69% |
| CIPAX | American Funds Conservative Growth and Income Portfolio | 0.88% |
| MERFX | The Merger Fund | 1.56% |
| RYCCX | NASDAQ-100 2x Strategy Fund | 1.74% |
| RWDNX | Redwood Managed Volatility Fund | 2.39% |
| FDGFX | Fidelity Dividend Growth Fund | 1.16% |
| LBRIX | ClearBridge Dividend Strategy Fund | 1.15% |
| MXMPX | Empower Moderate Profile Fund | 0.90% |
| ISTNX | Macquarie Science and Technology Fund | 1.42% |
| FIAPX | Fidelity Equity Dividend Income Fund | 1.58% |
| SHISX | BlackRock Health Sciences Opportunities Portfolio | 1.15% |
| JQLBX | Multimanager Lifestyle Balanced Portfolio | 1.41% |
| FAIRX | The Fairholme Fund | 1.00% |
| BGSAX | BlackRock Technology Opportunities Fund | 1.92% |
| CSECX | Calvert Equity Fund | 1.65% |
| POLRX | Polen Growth Fund | 1.22% |
| TESIX | Franklin Mutual Shares Fund | 1.00% |
| MSHLX | GROWTH PORTFOLIO | 1.37% |
| FCPVX | Fidelity Small Cap Value Fund | 1.20% |
| HFMSX | THE HARTFORD MIDCAP FUND | 1.15% |
| BGRUX | BARON GROWTH FUND | 1.09% |
| ITHRX | THE HARTFORD CAPITAL APPRECIATION FUND | 1.42% |
| AHGCX | Heritage Fund | 2.00% |
| NDVAX | MFS New Discovery Value Fund | 1.46% |
| LGLQX | Lord Abbett Growth Leaders Fund | 1.25% |
| LAFQX | LORD ABBETT AFFILIATED FUND INC | 1.04% |
| SVFKX | Smead Value Fund | 1.45% |
| HQISX | THE HARTFORD EQUITY INCOME FUND | 1.06% |
| MISGX | Meridian Small Cap Growth Fund | 1.51% |
| FHZTX | Fidelity Large Cap Stock Fund | 1.02% |
| HGORX | THE HARTFORD GROWTH OPPORTUNITIES FUND | 1.44% |
| CAPAX | Federated Hermes Capital Income Fund | 0.89% |
| CSMFX | Carillon Scout Mid Cap Fund | 2.00% |
| GABSX | The Gabelli Small Cap Growth Fund | 1.37% |
| FKACX | Franklin Growth Opportunities Fund | 1.69% |
| JLCYX | Fundamental Large Cap Core Fund | 1.16% |
| WGROX | Wasatch Core Growth Fund | 1.17% |
| SCSMX | ClearBridge Small Cap Growth Fund | 1.98% |
| AVPAX | American Beacon Small Cap Value Fund | 1.15% |
| ACLCX | Value Fund | 1.45% |
| FTCHX | Invesco Technology Fund | 1.76% |
| FVFRX | Franklin Small Cap Value Fund | 1.22% |
| HCPCX | HARTFORD CAPITAL APPRECIATION HLS FUND | 1.17% |
| RMQAX | Monthly Rebalance NASDAQ-100 2x Strategy Fund | 1.42% |
| VVOAX | Invesco Value Opportunities Fund | 1.27% |
| TEGAX | Touchstone Strategic Trust-Touchstone Mid Cap Growth Fund | 2.00% |
| CCASX | CONESTOGA SMALL CAP FUND | 1.10% |
| RYCTX | S&P 500 2x Strategy Fund | 2.49% |
| JCPRX | JPMorgan U.S. Large Cap Core Plus Fund | 1.64% |
| RYNVX | Nova Fund | 1.41% |
| ANOIX | Small Cap Growth Fund | 1.14% |
| SGRAX | Allspring Growth Fund | 1.15% |
| CTAKX | American Funds College 2036 Fund | 0.43% |
| GARTX | Goldman Sachs Absolute Return Tracker Fund | 1.10% |
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