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ALEHX AC Alternatives® Long Short C

4 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund ALEHX AC Alternatives® Long Short C HVPW US Equity High Volatility Put Write ETF ALEVX AC Alternatives® Long Short Investor  
Similarity
?
100% 88% 100%
Annual Fees
?
$356.33
(3.43% Exp. Ratio)
$98.69
(0.95% Exp. Ratio)
$252.44
(2.43% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.89% annual return
$11,012.60 $23,564.45 $15,000.72
Est. savings over 30 yrs +$12,551.85 +$3,988.12
Return
As of 12/31/16
1 YR RETURN 1.10%
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.41%
3 YR 0.09%
5 YR --
10 YR --
1 YR RETURN 2.11%
3 YR --
5 YR --
10 YR --
Description
The investment seeks to provide capital appreciation. The fund pursues its investment objective by combining several long and short equity-oriented investment strategies in the pursuit of returns with lower correlation to the traditional equity markets. This alternative approach seeks to provide less volatility than traditional equity investments over the full market cycle. A full market cycle is a period of time that contains a wide variety of market environments. The financial markets are inherently cyclical and each market cycle has defined parts or stages, the most basic of which are bear market, recovery and bull market.
The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an index called the NYSE Arca U.S. Equity High Volatility Put Write IndexSM. The fund seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of the underlying index. The NYSE Arca U.S. Equity High Volatility Put Write IndexSM is an index that measures the return of a hypothetical portfolio consisting of exchange traded put options which have been sold on each of 40 stocks and a cash position calculated. The fund is non-diversified.
The investment seeks to provide capital appreciation. The fund pursues its investment objective by combining several long and short equity-oriented investment strategies in the pursuit of returns with lower correlation to the traditional equity markets. This alternative approach seeks to provide less volatility than traditional equity investments over the full market cycle. A full market cycle is a period of time that contains a wide variety of market environments. The financial markets are inherently cyclical and each market cycle has defined parts or stages, the most basic of which are bear market, recovery and bull market.

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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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