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CRCIX Credit Suisse Commodity Acss Strat I

6 lower fee alternatives found

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Fund CRCIX Credit Suisse Commodity Acss Strat I DJCI UBS ETRACS Bloomberg Cmdty Tot Ret ETN UCI UBS ETRACS CMCI Total Return ETN  
Similarity
?
100% 87% 87%
Annual Fees
?
$90.97
(0.90% Exp. Ratio)
$50.54
(0.50% Exp. Ratio)
$55.59
(0.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.08% annual return
$10,514.29 $11,864.86 $11,687.29
Est. savings over 30 yrs +$1,350.57 +$1,173.00
Return
As of 10/31/16
1 YR RETURN -4.97%
3 YR -16.93%
5 YR --
10 YR --
1 YR RETURN -3.24%
3 YR -12.93%
5 YR -11.38%
10 YR --
1 YR RETURN 0.18%
3 YR -12.96%
5 YR -9.68%
10 YR --
Description
The investment seeks total return that exceeds the return of its benchmark index, the Credit Suisse Commodity Benchmark Total Return Index. The fund normally invests in commodity-linked derivative instruments that provide exposure to the investment returns of the commodities markets without investing directly in physical commodities, backed by an actively managed portfolio of fixed income securities. Commodities are assets that have tangible properties, such as oil, metals, and agricultural products. The advisor does not intend to invest in commodities directly. It may invest up to 25% of its total assets in the Subsidiary. The fund is non-diversified.
The investment seeks to replicate, net of expenses, the DJ-UBS Commodity Index Total Return Index. The index measures the collateralized returns from a basket of 19 commodity futures contracts representing the energy, precious metals, industrial metals, grains, softs and livestock sectors. In addition, the index is rebalanced once a year to ensure that no commodity sector may constitute more than 33% of the index as of the date of such rebalancing.
The investment seeks to track the price and performance yield, before fees and expenses, of the UBS Bloomberg Constant Maturity Commodity index. The fund is designed to be a diversified benchmark for commodities as an asset class. The index is comprised of 28 futures contracts with up to five different maturities for each individual commodity.

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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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