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GSVAX American Beacon Grosvenor L/S A

2 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund GSVAX American Beacon Grosvenor L/S A EEHCX Equinox EquityHedge US Strategy C GVRPX American Beacon Grosvenor L/S Inv  
Similarity
?
100% 90% 100%
Annual Fees
?
$260.72
(2.51% Exp. Ratio)
$228.52
(2.20% Exp. Ratio)
$258.64
(2.49% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.87% annual return
$14,581.24 $16,038.29 $14,671.25
Est. savings over 30 yrs +$1,457.05 +$90.01
Return
As of 10/31/16
1 YR RETURN 0.17%
3 YR --
5 YR --
10 YR --
1 YR RETURN 3.57%
3 YR 4.89%
5 YR --
10 YR --
1 YR RETURN 0.19%
3 YR --
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. The fund seeks to achieve long-term capital appreciation by allocating its assets to multiple subadvisors that employ investment strategies focused on taking long and short positions in global securities. It seeks to achieve its objective with reduced volatility as compared to major market indices. The fund invests predominately in equity securities and equity-related instruments (such as derivatives) traded in U.S., foreign and emerging markets. It is non-diversified.
The investment seeks to achieve capital appreciation with moderate correlation to and with less volatility than the S&P 500 Index. The fund seeks to achieve its investment objective by allocating its assets between two broad strategies: (1) the Equity Strategy and (2) the Hedge Strategy. It pursues its equity strategy by investing in a combination of (i) derivatives instruments, and/or (ii) exchange traded funds ("ETFs") or other investment companies that seek to track the composition and/or performance of selected equity indexes. The fund also uses an overlay strategy to hedge the fund's overall exposure to the equity markets.
The investment seeks long-term capital appreciation. The fund seeks to achieve long-term capital appreciation by allocating its assets to multiple subadvisors that employ investment strategies focused on taking long and short positions in global securities. It seeks to achieve its objective with reduced volatility as compared to major market indices. The fund invests predominately in equity securities and equity-related instruments (such as derivatives) traded in U.S., foreign and emerging markets. It 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.

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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