Investment Test Drive

ASFCX Natixis ASG Managed Futures Strategy C

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ?
Fund ASFCX Natixis ASG Managed Futures Strategy C HFXIX Catalyst Hedged Futures Strategy I  
Similarity
?
100% 88%
Annual Fees
?
$252.49
(2.48% Exp. Ratio)
$204.64
(2.01% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.81% annual return
$8,068.50 $9,320.40
Est. savings over 30 yrs +$1,251.90
Return
As of 10/31/16
1 YR RETURN -8.27%
3 YR 4.49%
5 YR 2.18%
10 YR --
1 YR RETURN 12.02%
3 YR 8.50%
5 YR 7.19%
10 YR 14.10%
Description
The investment seeks to provide capital appreciation. It is expected that no more than 25% of the fund's total assets will be dedicated to initial and variation margin payments relating to the fund's derivative transactions. The advisor expects that under normal market conditions the fund will invest at least 75% of its total assets in money market and other short-term, high-quality securities. The fund will concentrate its investments in the financial services industry, which means it will normally invest at least 25% of its total assets in securities and other obligations of issuers in such industry.
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.

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!