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TFDEX TCW High Dividend Equities Long/Short I

4 lower fee alternatives found

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Fund TFDEX TCW High Dividend Equities Long/Short I CSLS Credit Suisse X-Links Long/Short Eq ETN FTLS First Trust Long/Short Equity ETF  
100% 88% 89%
Annual Fees
(1.30% Exp. Ratio)
(0.45% Exp. Ratio)
(0.95% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.78% annual return
$20,552.36 $26,581.85 $22,855.02
Est. savings over 30 yrs +$6,029.48 +$2,302.66
As of 9/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.53%
3 YR 4.82%
5 YR 5.39%
10 YR --
1 YR RETURN 6.49%
3 YR --
5 YR --
10 YR --
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in long and short positions in equity securities listed on U.S. financial markets that are considered to have high dividends (i.e., dividends that are above, or expected to be above, the average of the dividends paid on stocks included in the S&P 500 Index) and in derivatives instruments that have economic characteristics similar to such securities. The fund is non-diversified.
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 provide investors with long-term total return. Under normal circumstances, at least 80% of the fund's net assets will be exposed to U.S. exchange-listed equity securities of U.S. and non-U.S. companies by investing in such securities directly and/or in U.S. exchange-traded funds ("ETFs") that provide exposure to such securities. It may invest up to 20% of its net assets (plus the amount of any borrowing for investment purposes) in U.S. exchange-listed equity index futures contracts. 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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