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ETRAX ALPS/Sterling ETF Tactical Rotation A

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Fund ETRAX ALPS/Sterling ETF Tactical Rotation A LOGBX Scharf Balanced Opportunity Retail HBFBX Hennessy Balanced Investor  
Similarity
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100% 87% 86%
Annual Fees
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$178.27
(1.71% Exp. Ratio)
$136.57
(1.31% Exp. Ratio)
$175.14
(1.68% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$20,776.00 $23,468.02 $20,967.08
Est. savings over 30 yrs +$2,692.01 +$191.08
Return
As of 12/31/16
1 YR RETURN -1.09%
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.98%
3 YR 4.52%
5 YR --
10 YR --
1 YR RETURN 9.15%
3 YR 3.77%
5 YR 5.31%
10 YR 3.37%
Description
The investment seeks investment results that correspond (before fees and expenses) generally to the performance of the Sterling Tactical Rotation Index. The fund will invest, at least 80% of its net assets in ETFs, using the rotation strategy employed for the Sterling Tactical Rotation Index. The rotation strategy employed for the index seeks to provide absolute returns during all market cycles or conditions by employing an equally weighted strategic rotation model, allocating among ETFs with broad exposure in each of the index's six potential asset classes. The fund is non-diversified.
The investment seeks long-term capital appreciation and income. The fund invests in a mix of equity securities and fixed-income securities. Under normal market conditions, it allocates between 50% and 75% of its total assets to equity securities. Under normal market conditions, the fund allocates between 25% and 50% of its total assets to fixed-income securities.
The investment seeks a combination of capital appreciation and current income. The fund invests approximately 50% of its assets in roughly equal dollar amounts in the ten highest dividend-yielding Dow Jones Industrial Average ("DJIA") stocks (known as the "Dogs of the Dow"), but limits exposure to market risk and volatility by investing approximately 50% of its assets in U.S. Treasury securities with a maturity of less than one year. It is non-diversified.

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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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