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NTAFX Neiman Tactical Income A

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Fund NTAFX Neiman Tactical Income A TIYRX TIAA-CREF High-Yield Retail SSHYX SSgA High Yield Bond N  
100% 85% 85%
Annual Fees
(1.76% Exp. Ratio)
(0.63% Exp. Ratio)
(0.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.01% annual return
$10,669.34 $15,036.46 $14,501.14
Est. savings over 30 yrs +$4,367.12 +$3,831.81
As of 9/30/16
1 YR RETURN 2.46%
3 YR 1.56%
5 YR --
10 YR --
1 YR RETURN 11.12%
3 YR 4.82%
5 YR 7.48%
10 YR 7.10%
1 YR RETURN 8.78%
3 YR 4.15%
5 YR 7.31%
10 YR 7.00%
The investment seeks total return with capital preservation as a secondary objective. Under normal circumstances, the primary asset class for achieving the fund's total return objective is low-rated corporate bonds, or "high yield bonds" / "junk bonds." The Sub-Adviser defines high yield bonds as those rated lower than Baa3 by Moody's Investors Service ("Moody's") or lower than BBB- by Standard and Poor's Rating Group ("S&P"), or if unrated, determined by the adviser to be of similar credit quality. It is non-diversified.
The investment seeks high current income and, when consistent with its primary objective, capital appreciation. The fund invests primarily in lower-rated, higher-yielding fixed-income securities, such as domestic and foreign corporate bonds, debentures, loan participations and assignments and notes, as well as convertible securities and preferred stocks. Under normal circumstances, it invests at least 80% of its assets in debt and other fixed-income securities rated lower than investment-grade (and their unrated equivalents) or other high-yielding debt securities.
The investment seeks to maximize total return by investing primarily in fixed-income securities, including, but not limited to, those represented by the Barclays U.S. Corporate High-Yield Bond Index. The fund seeks to meet its investment objective by investing at least 80% of its net assets (plus borrowings, if any) in high yield (non-investment grade) bonds commonly referred to as "junk bonds". It invests primarily in debt securities that have been publicly issued or privately placed, with fixed, zero coupon, payment-in-kind, variable or, floating interest rates. The fund may invest in bonds of any credit quality or duration.

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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.


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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