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HLNAX Henderson International Long/Short Eq A

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Fund HLNAX Henderson International Long/Short Eq A CSLS Credit Suisse X-Links Long/Short Eq ETN HVPW US Equity High Volatility Put Write ETF  
100% 88% 92%
Annual Fees
(1.86% Exp. Ratio)
(0.45% Exp. Ratio)
(0.95% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.78% annual return
$17,327.22 $26,581.85 $22,855.02
Est. savings over 30 yrs +$9,254.63 +$5,527.80
As of 9/30/16
1 YR RETURN -2.06%
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.53%
3 YR 4.82%
5 YR 5.39%
10 YR --
1 YR RETURN 3.15%
3 YR 0.28%
5 YR --
10 YR --
The investment seeks to achieve long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in long and short positions of equity securities issued by, or equity-related derivative instruments providing exposure to, non-U.S. companies from at least three different countries. It may also invest a portion of its assets (i.e., more than 25% of its assets) in issuers located in a single country or a limited number of countries and may invest up to 15% of its net assets in illiquid securities. The fund 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.
The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an index called the NYSE Arca U.S. Equity High Volatility Put Write IndexSM. The fund seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of the underlying index. The NYSE Arca U.S. Equity High Volatility Put Write IndexSM is an index that measures the return of a hypothetical portfolio consisting of exchange traded put options which have been sold on each of 40 stocks and a cash position calculated. The fund 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.


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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