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BELSX Boston Partners Emerging Mkts L/S Instl

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Fund BELSX Boston Partners Emerging Mkts L/S Instl HVPW US Equity High Volatility Put Write ETF TTDAX Toews Tactical Defensive Alpha  
Similarity
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100% 86% 86%
Annual Fees
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$218.08
(2.10% Exp. Ratio)
$98.66
(0.95% Exp. Ratio)
$129.81
(1.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.85% annual return
$16,421.48 $23,311.27 $21,283.58
Est. savings over 30 yrs +$6,889.79 +$4,862.10
Return
As of 11/30/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 0.80%
3 YR -0.01%
5 YR --
10 YR --
1 YR RETURN --
3 YR --
5 YR --
10 YR --
Description
The investment seeks long-term growth of capital. The fund will pursue its objective through a multi-strategy long-short portfolio of equity securities and financial investments with equity like characteristics designed to provide exposure to emerging markets. The Advisor intends, under normal circumstances, to invest at least 80% of the fund's net assets (including borrowings for investment purposes) in the securities of emerging market issuers, related derivative instruments and other investments that are tied economically to emerging market countries. The fund is non-diversified.
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 long-term growth of capital; a secondary objective of the fund is to limit risk during unfavorable market conditions. The fund's adviser seeks to achieve the fund's investment objective by investing primarily in: (1) large-cap stocks (2) small-cap stocks, (3) mid-cap stocks, (4) foreign large cap stocks (5) exchange traded funds ("ETFs") that invest primarily in common stock, (7) derivative instruments including but not limited to equity index futures contracts, (8) fixed income securities and (9) cash equivalents. The fund 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.

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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".

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