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TTDAX Toews Tactical Defensive Alpha

6 lower fee alternatives found

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Fund TTDAX Toews Tactical Defensive Alpha CSLS Credit Suisse X-Links Long/Short Eq ETN DIVA QuantShares Hedged Dividend Income  
Similarity
?
100% 87% 86%
Annual Fees
?
$129.84
(1.25% Exp. Ratio)
$46.74
(0.45% Exp. Ratio)
$85.18
(0.82% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.87% annual return
$21,434.12 $27,304.26 $24,418.31
Est. savings over 30 yrs +$5,870.14 +$2,984.19
Return
As of 10/31/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN -1.70%
3 YR 4.22%
5 YR 4.26%
10 YR --
1 YR RETURN 11.45%
3 YR --
5 YR --
10 YR --
Description
The investment seeks to provide long-term growth of capital; a secondary objective of the fund is to limit risk during unfavorable market conditions. The fund's adviser seeks to achieve the fund's investment objective by investing primarily in: (1) large-cap stocks (2) small-cap stocks, (3) mid-cap stocks, (4) foreign large cap stocks (5) exchange traded funds ("ETFs") that invest primarily in common stock, (7) derivative instruments including but not limited to equity index futures contracts, (8) fixed income securities and (9) cash equivalents. 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 performance results that correspond to the price and yield performance, before fees and expenses, of the Indxx Hedged Dividend Income Index. The fund seeks to track the performance of the Indxx Hedged Dividend Income Index by investing at least 80% of its net assets (plus any borrowing for investment purposes) in common stock of the long positions in the underlying index and sells short at least 80% of the short positions in the underlying index. The index is a long/short index in which the long positions, in the aggregate, have approximately twice the weight as the short positions, in the aggregate.

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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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