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SLSIX Sterling Capital Long/Short Equity Instl

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Fund SLSIX Sterling Capital Long/Short Equity Instl HVPW US Equity High Volatility Put Write ETF GTAPX Glenmede Long/Short  
Similarity
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100% 87% 85%
Annual Fees
?
$200.42
(1.93% Exp. Ratio)
$98.65
(0.95% Exp. Ratio)
$120.46
(1.16% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.85% annual return
$17,293.34 $23,303.86 $21,866.32
Est. savings over 30 yrs +$6,010.53 +$4,572.98
Return
As of 11/30/16
1 YR RETURN 0.27%
3 YR --
5 YR --
10 YR --
1 YR RETURN 0.80%
3 YR -0.01%
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. To pursue its investment objective, the fund will invest, under normal circumstances, at least 80% of its net assets plus borrowings for investment purposes in long or short positions in equity securities. While the adviser expects to invest primarily in U.S. equity securities (including common stocks, preferred stocks, warrants, American Depositary Receipts ("ADRs"), Master Limited Partnerships ("MLPS"), royalty trusts and debt instruments that are convertible into equity securities).
The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an index called the NYSE Arca U.S. Equity High Volatility Put Write IndexSM. The fund seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of the underlying index. The NYSE Arca U.S. Equity High Volatility Put Write IndexSM is an index that measures the return of a hypothetical portfolio consisting of exchange traded put options which have been sold on each of 40 stocks and a cash position calculated. The fund is non-diversified.
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.

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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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