Investment Test Drive

ACRIX Horizon Active Risk Assist® I

10 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund ACRIX Horizon Active Risk Assist® I SWEGX Schwab MarketTrack All Equity TAAIX Thrivent Aggressive Allocation S  
100% 92% 90%
Annual Fees
(1.38% Exp. Ratio)
(0.62% Exp. Ratio)
(0.84% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.22% annual return
$30,311.10 $38,161.16 $35,706.50
Est. savings over 30 yrs +$7,850.06 +$5,395.40
As of 9/30/16
1 YR RETURN 5.33%
3 YR --
5 YR --
10 YR --
1 YR RETURN 13.85%
3 YR 6.42%
5 YR 13.11%
10 YR 5.45%
1 YR RETURN 11.79%
3 YR 6.89%
5 YR 12.28%
10 YR 5.78%
The investment seeks to capture the majority of the returns associated with equity market investments, while mitigating downside risk through use of a risk overlay strategy. The fund seeks to achieve its objective by using a multi-discipline active asset allocation investment approach. The adviser executes its global securities allocation strategy by allocating assets across various sectors of the global securities markets. Normally the fund invests a majority of its assets in ETFs that invest primarily in equity securities; however, certain ETFs in which the fund may invest primarily in lower-quality fixed income securities.
The investment seeks high capital growth through an all-stock portfolio. To pursue its goal, the portfolio maintains a defined asset allocation. The portfolio's target allocation is 100% in stock investments, with certain percentages for different segments of the stock market. It is the portfolio's policy that, under normal circumstances, it will invest at least 80% of its net assets in stock investments; typically the actual percentage is considerably higher. The portfolio invests in mutual funds to achieve its allocation in stock investments.
The investment seeks long-term capital growth. The fund pursues its objective by investing in a combination of underlying funds and directly held financial instruments. It allocates 75%-100% of its assets in equity securities, and 0%-25% 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.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.


Your Feedback has been sent successfully!