Investment Test Drive

TAEIX Transamerica Global Long/Short Equity I

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 TAEIX Transamerica Global Long/Short Equity I CSLS Credit Suisse X-Links Long/Short Eq ETN VQT Barclays ETN+ S&P VEQTOR™  
Similarity
?
100% 93% 93%
Annual Fees
?
$160.96
(1.55% Exp. Ratio)
$46.73
(0.45% Exp. Ratio)
$98.66
(0.95% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.85% annual return
$19,426.89 $27,112.50 $23,311.27
Est. savings over 30 yrs +$7,685.61 +$3,884.39
Return
As of 11/30/16
1 YR RETURN -8.50%
3 YR --
5 YR --
10 YR --
1 YR RETURN -2.00%
3 YR 4.00%
5 YR 4.34%
10 YR --
1 YR RETURN -2.83%
3 YR -2.41%
5 YR 1.02%
10 YR --
Description
The investment seeks long-term capital appreciation. The fund invests at least 80% of the fund's net assets (plus the amount of borrowings, if any, for investment purposes) in equity securities, including both long and short positions and derivative investments that provide exposure to equity securities. It invests at least 40% of its total assets (or, if conditions are not favorable, at least 30% of its assets) in non-U.S. issuers that are economically tied to at least three different countries. Up to 20% of the fund's net assets (including long and short positions and derivative exposure) may be invested in emerging market 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 to replicate, net of expenses, the S&P 500 Dynamic VEQTOR Total Return Index. The index seeks to provide broad equity market exposure with an implied volatility hedge by dynamically allocating its notional investments among three components: equity, volatility and cash. The equity component of the Index is represented by the S&P 500 Total Return Index and the volatility component of the Index is represented by the S&P 500 VIX Short-Term Futures 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!