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GARIX Gotham Absolute Return Institutional

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Fund GARIX Gotham Absolute Return Institutional SWHEX Schwab Hedged Equity LSOFX LS Opportunity  
100% 88% 85%
Annual Fees
(2.15% Exp. Ratio)
(1.33% Exp. Ratio)
(1.95% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.88% annual return
$16,331.33 $20,977.34 $17,362.99
Est. savings over 30 yrs +$4,646.01 +$1,031.66
As of 12/31/16
1 YR RETURN 7.96%
3 YR 1.94%
5 YR --
10 YR --
1 YR RETURN 13.61%
3 YR 7.72%
5 YR 9.11%
10 YR 4.33%
1 YR RETURN 12.67%
3 YR 2.50%
5 YR 7.51%
10 YR --
The investment seeks long-term capital appreciation and to achieve positive returns during most annual periods in an efficient, risk-adjusted manner. The fund seeks to achieve its investment objective by investing under normal circumstances in long and short positions of equity securities, primarily U.S. common stocks. The fund generally takes long positions in securities that the Adviser believes to be undervalued and short positions in securities that the Adviser believes to be overvalued, based on the Adviser's analysis of the issuer's financial reports and market valuation.
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.
The investment seeks to generate long-term capital appreciation by investing in both long and short positions within a portfolio consisting of primarily publicly-traded common stock, with less net exposure than that of the stock market in general. The fund will employ a research-driven, bottom-up stock selection process on both the long and short side. The advisor generally intends to take positions in equity securities, including common and preferred stocks and securities convertible into equity securities, and in other investment companies. It may also hold positions in foreign securities.

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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.


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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