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SBTAX Salient Tactical Plus A

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Fund SBTAX Salient Tactical Plus A CLSVX CBRE Clarion Long/Short Inv  
100% 89%
Annual Fees
(2.22% Exp. Ratio)
(1.74% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.78% annual return
$15,518.45 $17,974.22
Est. savings over 30 yrs +$2,455.77
As of 9/30/16
1 YR RETURN 4.51%
3 YR 2.75%
5 YR --
10 YR --
1 YR RETURN 5.44%
3 YR 4.13%
5 YR 3.56%
10 YR 3.68%
The investment seeks to produce, in any market environment, above-average risk-adjusted returns and less downside volatility than the S&P 500 Index. The fund seeks to achieve its investment objective by investing primarily in a diversified portfolio of instruments that provide exposure to U.S. and non-U.S. equity securities. These instruments generally include futures and options on securities, securities indices and shares of exchange-traded funds ("ETFs").
The investment seeks total return, consisting of capital appreciation and current income, while attempting to preserve capital and mitigate risk by employing hedging strategies, primarily short selling. The fund seeks to achieve its objective by taking long and short positions inequity securities of companies that are principally engaged in the real estate industry ("real estate companies"). 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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