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EQACX Equinox Aspect Core Diversified Strat C

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Fund EQACX Equinox Aspect Core Diversified Strat C AHLPX American Beacon AHL Mgd Futs Strat Inv  
Similarity
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100% 97%
Annual Fees
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$249.44
(2.45% Exp. Ratio)
$196.50
(1.93% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.81% annual return
$8,142.81 $9,550.84
Est. savings over 30 yrs +$1,408.03
Return
As of 11/30/16
1 YR RETURN -6.13%
3 YR --
5 YR --
10 YR --
1 YR RETURN -4.19%
3 YR --
5 YR --
10 YR --
Description
The investment seeks to achieve long-term capital appreciation. The fund pursues its investment objective primarily by investing directly or indirectly in a diversified portfolio of futures contracts and futures-related instruments such as forwards and swaps in broadly diversified global (i.e. U.S. and non-U.S.) markets across four major asset classes: commodities, currencies, fixed income and stock indices (the "Futures Portfolio"). The fund either invests directly in those instruments, or indirectly by investing via a swap or via its wholly-owned subsidiary which may then invest in such assets directly or indirectly. It is non-diversified.
The investment seeks capital growth. The fund seeks to achieve its investment objective by implementing a quantitative trading strategy and systematic investment process designed to capitalize on price trends in a broad range of global markets including stock indices, bonds and bond futures, currency and currency futures, and interest rates by utilizing derivative instruments. It invests primarily in futures, bonds, currency, options and forward contracts. The fund also may invest in warrants, swaps and other types of derivative instruments linked to stock indices, currencies, bonds, interest rates and commodity instruments. It 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.

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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