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RCSCX Russell Commodity Strategies C

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Fund RCSCX Russell Commodity Strategies C CMCYX VanEck CM Commodity Index Y SPCAX SilverPepper Cmdty Strats Glb Macro Adv  
Similarity
?
100% 93% 89%
Annual Fees
?
$221.36
(2.19% Exp. Ratio)
$70.75
(0.70% Exp. Ratio)
$209.23
(2.07% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.08% annual return
$7,096.89 $11,169.86 $7,362.80
Est. savings over 30 yrs +$4,072.97 +$265.91
Return
As of 10/31/16
1 YR RETURN -4.07%
3 YR -14.20%
5 YR -12.50%
10 YR --
1 YR RETURN -0.39%
3 YR -12.85%
5 YR -9.76%
10 YR --
1 YR RETURN 2.65%
3 YR -3.77%
5 YR --
10 YR --
Description
The investment seeks to provide long term total return. The fund pursues its investment objective by investing directly, and/or indirectly through a wholly-owned subsidiary, in commodity index-linked instruments, other commodity-linked instruments, derivative instruments (including swap agreements and commodity-linked structured notes, futures and options contracts with respect to indexes or individual commodities and options on futures contracts), cash and fixed income securities that together are intended to provide exposure to the performance of the collateralized commodity futures market.
The investment seeks to track, before fees and expenses, the performance of the UBS Bloomberg Constant Maturity Commodity Total Return Index. The fund invests in instruments that derive their value from the performance of the UBS Bloomberg Constant Maturity Commodity Total Return Index, and in bonds, debt securities and other fixed income instruments issued by various U.S. public-sector or private-sector entities. It invests in commodity-linked derivative instruments, including commodity index-linked notes, swap agreements, commodity futures contracts and options on futures contracts. The fund is non-diversified.
The investment seeks returns that are largely uncorrelated with the returns of the general stock and bond markets; the fund also seeks capital appreciation. Global Macro is an investment strategy that is defined by its freedom to trade both long and short positions in an array of asset classes and investment instruments located anywhere in the world. Under normal market conditions, the Advisor expects to primarily invest in securities and instruments that provide investment exposure to a variety of countries and regions throughout the world, including both developed and emerging markets. It is non-diversified.

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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".

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