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AGAZX 361 Global Long/Short Equity I

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Fund AGAZX 361 Global Long/Short Equity I
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Similarity
?
100%
Annual Fees
?
$171.35
(1.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.85% annual return
$18,843.54
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 0.03%
3 YR --
5 YR --
10 YR --
Description
The investment seeks to achieve long-term capital appreciation and to preserve capital in down markets. The fund seeks to invest at least 80% of the value of its net assets (which include borrowings for investment purposes) in equity securities such as common stocks, warrants and rights. It may invest in equity securities of U.S. and foreign issuers in all market capitalization ranges without limitation. Under normal market conditions, the fund will invest in at least three different countries, with at least 40% of its net assets invested in securities of issuers located outside the United States. It is non-diversified.

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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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