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PSGTX PSG Tactical Growth

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Fund PSGTX PSG Tactical Growth EVFMX EValuator Moderate RMS Investor  
100% 87%
Annual Fees
(2.22% Exp. Ratio)
(1.34% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.19% annual return
$17,451.97 $22,833.73
Est. savings over 30 yrs +$5,381.76
As of 9/30/16
1 YR RETURN 1.43%
3 YR -2.47%
5 YR --
10 YR --
1 YR RETURN 9.18%
3 YR 5.14%
5 YR --
10 YR --
The investment seeks total return from income and capital appreciation with an emphasis on absolute return. The fund's adviser seeks to achieve its investment objective by selecting investments based upon their income or long term growth potential. The fund will invest without restriction as to issuer capitalization, sector, country (including emerging markets), currency, credit quality or maturity, whether held directly or through underlying funds. Investments in fixed income securities may include non-investment grade fixed income securities, commonly known as "high yield" or "junk" bonds. The fund is non-diversified.
The investment seeks to provide both principal growth and income. The fund seeks to achieve its objective by investing, under normal market conditions, in the securities of other investment companies (including open-end funds, exchange-traded funds ("ETFs")) and closed-end funds. It will allocate its assets into a variety of underlying funds that focus on investments in fixed income securities (e.g., money markets and bonds) that possess varying qualities of credit and duration, and in equity securities that have the potential of providing dividends and growth on an annual basis.

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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.


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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