Investment Test Drive

FRCCX First Investors Covered Call Strat A

9 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund FRCCX First Investors Covered Call Strat A CSLS Credit Suisse X-Links Long/Short Eq ETN DYLS WisdomTree Dynamic Long/Short US Eq ETF  
100% 91% 87%
Annual Fees
(1.30% Exp. Ratio)
(0.45% Exp. Ratio)
(0.48% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.79% annual return
$20,607.69 $26,653.40 $26,413.49
Est. savings over 30 yrs +$6,045.71 +$5,805.80
As of 9/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.53%
3 YR 4.82%
5 YR 5.39%
10 YR --
3 YR --
5 YR --
10 YR --
The investment seeks long-term capital appreciation. The fund invests in a portfolio of equity securities and writes (sells) call options on those securities. Under normal circumstances, the fund will write (sell) call options on at least 80% of the fund's total assets. The fund will normally write (sell) covered call options listed on U.S. exchanges on the equity securities held by the fund to seek to lower the overall volatility of the fund's portfolio, protect the fund from market declines and generate income.
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.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Dynamic Long/Short U.S. Equity Index (the "index"). Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index includes long U.S. equity positions (the "Long Equity Basket") and, at times, short U.S. equity positions (the "Short Equity Basket"). The fund is non-diversified.

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!