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LSQRX Invesco Long/Short Equity R

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Fund LSQRX Invesco Long/Short Equity R JAZZX James Long-Short BPRRX Boston Partners Long/Short Rsrch Inv  
100% 85% 85%
Annual Fees
(2.12% Exp. Ratio)
(1.51% Exp. Ratio)
(1.64% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.78% annual return
$15,998.46 $19,276.29 $18,527.42
Est. savings over 30 yrs +$3,277.83 +$2,528.96
As of 9/30/16
1 YR RETURN 1.79%
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.96%
3 YR 3.45%
5 YR 8.51%
10 YR --
1 YR RETURN 4.87%
3 YR 5.40%
5 YR 9.53%
10 YR --
The investment seeks long-term capital appreciation. The fund invests in long positions of equities that are believed to be undervalued, in short positions of equities that are believed to be overvalued and in equity-related derivative instruments. It will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities and in derivatives and other instruments that have economic characteristics similar to such securities. The fund invests primarily in equity securities and other investments that have exposure to U.S. large capitalization issuers.
The investment seeks long-term capital appreciation. The fund invests primarily in foreign and domestic equity securities ("long positions") that the Adviser believes are undervalued and more likely to appreciate, and sells short equity securities ("short positions") that the adviser believes are overvalued and more likely to depreciate. It may maintain 100% net long exposure by investing 130% of its net assets in long positions and 30% of its net assets in short positions.
The investment seeks long-term total return. The fund actively invests in long positions in stocks identified by the Adviser as undervalued and takes short positions in stocks that the Adviser has identified as overvalued. The cash proceeds from short sales (i.e. sales of securities the fund does not own) are invested in short-term cash instruments to produce a return on such proceeds just below the federal funds rate. The fund invests, both long and short, in equity securities issued by large-, mid- and small (or "micro") cap companies, as well as other instruments that are convertible into equity securities.

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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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