Investment Test Drive

PGHIX Principal Global Opps Eq Hdgd Instl

4 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund PGHIX Principal Global Opps Eq Hdgd Instl CSLS Credit Suisse X-Links Long/Short Eq ETN HTUS Hull Tactical US ETF  
100% 86% 88%
Annual Fees
(1.25% Exp. Ratio)
(0.45% Exp. Ratio)
(0.91% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.78% annual return
$20,867.02 $26,581.85 $23,133.54
Est. savings over 30 yrs +$5,714.83 +$2,266.52
As of 9/30/16
1 YR RETURN -7.84%
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.53%
3 YR 4.82%
5 YR 5.39%
10 YR --
1 YR RETURN 6.93%
3 YR --
5 YR --
10 YR --
The investment seeks long-term growth of capital with lower volatility than the global equity markets. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities and derivatives on equity securities, at the time of each purchase. It will invest in foreign, including emerging market, securities, of at least three countries and at least 30% of its net assets in foreign securities. The fund will also invest in U.S. securities.
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 long-term capital appreciation. The fund seeks to achieve its investment objective by taking long and short positions in one or more exchange-traded funds ("ETFs") that seek to track the performance of the S&P 500 Index. It may also invest up to 10% of its total assets in leveraged or inverse ETFs that seek to deliver multiples (long), or the inverse (short), of the performance of the S&P 500 Index, respectively. The fund will enter into futures contracts, in conjunction with investing in shares of an S&P 500-related ETF, to seek the desired long or short exposure to the S&P 500 Index.

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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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