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ATESX Anchor Tactical Equity Strategies Instl

15 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund ATESX Anchor Tactical Equity Strategies Instl PHDG PowerShares S&P 500 Downside Hedged ETF CSLS Credit Suisse X-Links Long/Short Eq ETN  
Similarity
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100% 88% 91%
Annual Fees
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$237.79
(2.29% Exp. Ratio)
$40.50
(0.39% Exp. Ratio)
$46.73
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.84% annual return
$15,454.25 $27,540.12 $27,046.78
Est. savings over 30 yrs +$12,085.87 +$11,592.53
Return
As of 11/30/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN -2.33%
3 YR -2.02%
5 YR --
10 YR --
1 YR RETURN -2.00%
3 YR 4.00%
5 YR 4.34%
10 YR --
Description
The investment seeks to provide total return from income and capital appreciation with a secondary objective of limiting risk during unfavorable market conditions. Under normal market conditions, the fund invests, directly or indirectly through unaffiliated exchange traded funds ("ETFs") and mutual funds, at least 80% of its net assets (plus the amount of borrowings, if any) in long and short positions in equity securities. It may invest in inverse funds linked to equity securities or indices when the adviser believes this strategy will provide an effective hedge for the fund's equity investments.
The investment seeks to achieve positive total returns in rising or falling markets that are not directly correlated to broad equity or fixed income market returns. The fund uses a quantitative, rules based strategy to allocate its assets among components of the S&P 500® Dynamic VEQTOR Index in a combination of (i) equity securities contained in the S&P 500® Index and that are listed on a U.S. securities exchange, (ii) Chicago Board Options Exchange Volatility Index related instruments, such as listed VIX Index futures contracts that reflect exposure to the S&P 500® VIX Short Term Futures Index, and (iii) money market instruments, cash and cash equivalents.
The investment seeks to replicate, net of expenses, the Credit Suisse Tremont Long/Short Equity Hedge Fund Index. The index tracks the performance of non-hedge fund, transparent market measures.

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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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