Investment Test Drive

TUTT Tuttle Tactical Management US Core ETF

3 lower fee alternatives found

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Fund TUTT Tuttle Tactical Management US Core ETF FZAAX Fidelity Advisor® Balanced Z FBALX Fidelity® Balanced  
Similarity
?
100% 85% 85%
Annual Fees
?
$139.69
(1.34% Exp. Ratio)
$52.12
(0.50% Exp. Ratio)
$57.34
(0.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$23,244.24 $29,976.05 $29,527.42
Est. savings over 30 yrs +$6,731.81 +$6,283.19
Return
As of 12/31/16
1 YR RETURN -3.30%
3 YR --
5 YR --
10 YR --
1 YR RETURN 7.37%
3 YR 5.94%
5 YR 9.89%
10 YR 5.53%
1 YR RETURN 7.01%
3 YR 5.85%
5 YR 10.04%
10 YR 5.99%
Description
The investment seeks long-term capital appreciation; while maintaining a secondary emphasis on capital preservation, primarily through investments in the U.S. equity market. The fund is a "fund of funds" that seeks to provide attractive returns during market upturns while maintaining the ability to protect capital during market downturns by employing a multi-strategy, tactically-managed exposure to U.S. equity markets. Under normal market conditions, the fund will invest not less than 80% of its total assets in shares of exchange traded funds ("ETFs") and other issuers listed on U.S. exchanges.
The investment seeks both income and growth of capital. The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities (including debt securities and preferred stock).
The investment seeks income and capital growth consistent with reasonable risk. The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities (including debt securities and preferred stock).

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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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