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SVDHX Savos Dynamic Hedging

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Fund SVDHX Savos Dynamic Hedging SWBGX Schwab MarketTrack Balanced TMAIX Thrivent Moderate Allocation S  
Similarity
?
100% 90% 87%
Annual Fees
?
$166.80
(1.60% Exp. Ratio)
$66.72
(0.64% Exp. Ratio)
$76.10
(0.73% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$21,474.47 $28,735.38 $27,964.70
Est. savings over 30 yrs +$7,260.91 +$6,490.23
Return
As of 12/31/16
1 YR RETURN 7.29%
3 YR --
5 YR --
10 YR --
1 YR RETURN 8.96%
3 YR 4.28%
5 YR 7.93%
10 YR 4.49%
1 YR RETURN 8.66%
3 YR 4.58%
5 YR 8.21%
10 YR 5.06%
Description
The investment seeks to partially offset extreme declines in the equity markets while also seeking to provide positive total returns in rising markets. The fund invests primarily in equity securities that broadly represent the U.S. equities market; derivative instruments related to the U.S. equities market (futures contracts, options and swaps on U.S. equity indexes and equity-related indexes such as the CBOE Volatility Index (the "VIX Index")); and fixed-income securities (including money market and other short-term or variable-rate, high quality securities and related ETFs). It is non-diversified.
The investment seeks both capital growth and income. To pursue its goal, the portfolio maintains a defined asset allocation. The portfolio's target allocation includes bond, stock and cash investments. The portfolio's allocation is weighted toward stock investments, while including substantial bond investments in seeking to add income and reduce the portfolio's volatility. The portfolio seeks to remain close to the target allocations of 60% equity, 35% fixed income and 5% cash and cash equivalents (including money market funds) and typically does not change its target allocation.
The investment seeks long-term capital growth while providing reasonable stability of principal. The fund pursues its objective by investing in a combination of underlying funds and directly held financial instruments. It allocates 35%-75% of its assets in equity securities, and 25%-55% in debt securities. The fund may also enter into credit default swap agreements on security indexes. It may enter into standardized derivatives contracts traded on domestic or foreign securities exchanges, boards of trade, or similar entities, and non-standardized derivatives contracts traded in the over-the-counter market.

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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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