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EQACX Equinox Aspect Core Diversified Strat C

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Fund EQACX Equinox Aspect Core Diversified Strat C AGFQX 361 Global Counter-Trend Inv EFSNX SFG Futures Strategy N  
100% 99% 86%
Annual Fees
(2.45% Exp. Ratio)
(2.05% Exp. Ratio)
(2.03% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.60% annual return
$7,652.60 $8,652.15 $8,705.31
Est. savings over 30 yrs +$999.55 +$1,052.71
As of 9/30/16
1 YR RETURN -2.52%
3 YR --
5 YR --
10 YR --
1 YR RETURN 11.67%
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.71%
3 YR 3.47%
5 YR --
10 YR --
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 positive absolute returns that have a low correlation to the returns of global stock and bond markets. In pursuing its investment objective, the manager expects to primarily focus, under normal circumstances, on investment in long or short positions in futures contracts for which the underlying reference asset is an index comprised primarily of non-U.S. issuers, although for brief periods of time the fund may take temporary cash positions when the advisor's investment methodology dictates that the fund exit a number of its positions simultaneously. It is non-diversified.
The investment seeks long-term growth of capital. The fund uses two principal strategies: Global Macro Managed Futures Strategy and Absolute Return Strategy. The Managed Futures Strategy seeks to provide returns non-correlated with traditional portfolios through allocation (through one or more Underlying Pools) to exchange traded and U.S. Commodity Futures Trading Commission approved financial instruments. The Absolute Return Strategy utilizes strategies and investment techniques aimed to produce risk-adjusted returns and absolute returns over a full market cycle while managing risk exposure. 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.

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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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