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GARIX Gotham Absolute Return Institutional

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Fund GARIX Gotham Absolute Return Institutional SWHEX Schwab Hedged Equity  
100% 90%
Annual Fees
(2.15% Exp. Ratio)
(1.33% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.78% annual return
$15,855.21 $20,365.78
Est. savings over 30 yrs +$4,510.57
As of 9/30/16
1 YR RETURN 3.14%
3 YR 3.27%
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 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.

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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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