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LGNMX Logan Capital Long/Short Investor

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Fund LGNMX Logan Capital Long/Short Investor CSLS Credit Suisse X-Links Long/Short Eq ETN  
Similarity
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100% 95%
Annual Fees
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$209.82
(2.02% Exp. Ratio)
$46.74
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.87% annual return
$16,947.88 $27,304.26
Est. savings over 30 yrs +$10,356.37
Return
As of 10/31/16
1 YR RETURN -4.67%
3 YR 4.12%
5 YR --
10 YR --
1 YR RETURN -1.70%
3 YR 4.22%
5 YR 4.26%
10 YR --
Description
The investment seeks long-term capital appreciation. The advisor employs a "long/short" investment strategy to attempt to achieve capital appreciation and manage risk by purchasing stocks believed by the Advisor to be undervalued and selling short stocks believed by the Advisor to be overvalued. It invests primarily in equity securities that are traded on U.S. securities exchanges. Equity securities in which the fund may invest include common stocks, preferred stocks, American Depositary Receipts ("ADRs"), rights and warrants, and may include securities of companies that are offered pursuant to an initial public offering ("IPO").
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.

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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