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ACXIX Catalyst/Auctos Multi-Strategy I

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Fund ACXIX Catalyst/Auctos Multi-Strategy I HFXIX Catalyst Hedged Futures Strategy I  
100% 90%
Annual Fees
(2.21% Exp. Ratio)
(2.01% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.79% annual return
$11,672.98 $12,410.84
Est. savings over 30 yrs +$737.86
As of 12/31/16
1 YR RETURN -1.45%
3 YR 2.57%
5 YR 0.75%
10 YR --
1 YR RETURN 6.16%
3 YR 7.39%
5 YR 5.83%
10 YR 11.62%
The investment seeks capital appreciation uncorrelated to global equity markets. The fund seeks to achieve its investment objective by (i) entering into both long and short positions in futures contracts and (ii) holding cash, money market mutual funds, including affiliated money market mutual funds, and other cash equivalents. The adviser executes a portion of the fund's strategy by investing up to 25% of its total assets in a wholly-owned and controlled subsidiary (the "subsidiary"). The fund is non-diversified.
The investment seeks capital appreciation and capital preservation in all market conditions, with low volatility and low correlation to the U.S. equity market. The fund invests, directly or indirectly through affiliated and unaffiliated funds, primarily in (i) long and short call and put options on Standard & Poor's 500 Index futures contracts and (ii) in cash, cash equivalents (including affiliated and unaffiliated money market funds), and other liquid investments. It seeks to achieve its investment objective by buying and selling options and option spreads on stock index futures.

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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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