Investment Test Drive

ASCLX AB Select US Long/Short C

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund ASCLX AB Select US Long/Short C SWHEX Schwab Hedged Equity  
100% 86%
Annual Fees
(2.85% Exp. Ratio)
(1.33% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.78% annual return
$12,780.37 $20,361.66
Est. savings over 30 yrs +$7,581.29
As of 9/30/16
1 YR RETURN 5.40%
3 YR 2.98%
5 YR --
10 YR --
1 YR RETURN 7.60%
3 YR 7.35%
5 YR 9.69%
10 YR 3.80%
The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of U.S. companies, short positions in such securities, and cash and U.S. cash equivalents. Its investments will be focused on securities of companies with large and medium market capitalizations, but it may also take long and short positions in securities of small-capitalization companies. The fund is non-diversified.
The investment seeks long-term capital appreciation over market cycles with lower volatility than the broad equity market. To pursue its investment objective, the fund establishes long and short positions in equity securities issued by U.S. companies. It will invest at least 80% of its net assets in equity securities issued by U.S. companies; typically, the actual percentage will be higher. The fund typically purchases or sells short stocks of companies that have market capitalizations of $1 billion or more at the time the stock is purchased or sold short.

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!