Investment Test Drive

ASMCX Salient Adaptive US Equity Institutional

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund ASMCX Salient Adaptive US Equity Institutional CSM ProShares Large Cap Core Plus  
100% 88%
Annual Fees
(0.92% Exp. Ratio)
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$40,279.43 $46,423.86
Est. savings over 30 yrs +$6,144.44
As of 11/30/16
1 YR RETURN 2.71%
3 YR 6.16%
5 YR 12.35%
10 YR 5.12%
1 YR RETURN 9.78%
3 YR 9.90%
5 YR 15.38%
10 YR --
The investment seeks capital growth. Under normal market conditions, the fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in equity securities or exchange-traded funds ("ETFs") traded principally on an exchange in the United States. The fund may invest in equity securities of any market capitalization.
The investment seeks investment results before fees and expenses that track the performance of the Credit Suisse 130/30 Large Cap Index (the "index"). The fund invests in securities and derivatives that ProShare Advisors believes, in combination, should track the performance of the index. The index is designed to replicate an investment strategy that establishes either long or short positions in the stocks of 500 leading large-cap U.S. companies (the "Universe") by applying a rules-based ranking and weighting methodology. The fund is non-diversified.

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!