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HEOZX Highland Long/Short Equity Z

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Fund HEOZX Highland Long/Short Equity Z CSLS Credit Suisse X-Links Long/Short Eq ETN  
100% 85%
Annual Fees
(1.45% Exp. Ratio)
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.78% annual return
$19,635.69 $26,581.85
Est. savings over 30 yrs +$6,946.16
As of 9/30/16
1 YR RETURN 0.68%
3 YR 1.90%
5 YR 5.23%
10 YR --
1 YR RETURN 1.53%
3 YR 4.82%
5 YR 5.39%
10 YR --
The investment seeks consistent, above-average total returns primarily through capital appreciation, while also attempting to preserve capital and mitigate risk through hedging activities. The fund seeks to achieve its investment objective by investing at least 80% of the value of its total assets (net assets plus the amount of any borrowings for investment purposes) under normal circumstances in equity securities. It is non-diversified.
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.

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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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