Investment Test Drive

PLHCX Prudential QMA Long-Short Equity C

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund PLHCX Prudential QMA Long-Short Equity C HTUS Hull Tactical US ETF GTAPX Glenmede Long/Short  
Similarity
?
100% 89% 91%
Annual Fees
?
$233.64
(2.25% Exp. Ratio)
$94.49
(0.91% Exp. Ratio)
$120.45
(1.16% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.84% annual return
$15,645.18 $23,538.16 $21,820.25
Est. savings over 30 yrs +$7,892.98 +$6,175.07
Return
As of 11/30/16
1 YR RETURN 3.18%
3 YR --
5 YR --
10 YR --
1 YR RETURN 8.23%
3 YR --
5 YR --
10 YR --
1 YR RETURN 3.65%
3 YR 3.33%
5 YR 5.89%
10 YR 2.24%
Description
The investment seeks long-term capital appreciation. The fund will seek to achieve its investment objective by investing, under normal conditions, at least 80% of its investable assets in equity and equity-related securities. The advisor will employ a "long-short" strategy, utilizing both long and short positions in equities and equity-related securities. The fund may invest in issuers of all market capitalization ranges and will primarily invest in U.S. issuers. The advisor considers U.S. issuers to be issuers listed on a U.S. exchange.
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.
The investment seeks absolute return consistent with reasonable risk to principal. The fund normally invests at least 80% of the value of its net assets (including borrowings for investment purposes) in long and short positions with respect to equity securities, such as common stocks, of U.S. public companies. It will invest in companies with market capitalizations, at the time of purchase, that are within the market capitalization range of any stock in the Russell 3000® Index.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!