Investment Test Drive

PFFTX Princeton Futures Strategy C

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund PFFTX Princeton Futures Strategy C EFSNX SFG Futures Strategy N HFXIX Catalyst Hedged Futures Strategy I  
Similarity
?
100% 90% 87%
Annual Fees
?
$283.04
(2.78% Exp. Ratio)
$206.68
(2.03% Exp. Ratio)
$204.64
(2.01% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.81% annual return
$7,355.71 $9,262.95 $9,319.85
Est. savings over 30 yrs +$1,907.24 +$1,964.14
Return
As of 11/30/16
1 YR RETURN -3.43%
3 YR -2.13%
5 YR -4.05%
10 YR --
1 YR RETURN -2.97%
3 YR 0.95%
5 YR --
10 YR --
1 YR RETURN 9.95%
3 YR 8.97%
5 YR 6.62%
10 YR 12.57%
Description
The investment seeks capital appreciation; managing volatility is a secondary objective. The fund seeks to achieve its primary investment objective by investing directly or through a wholly-owned subsidiary and options or swap contracts on, (1) securities of limited partnerships, (2) securities of limited liability companies, (3) securities of other types of pooled investment vehicles (collectively, "underlying funds") and (4) fixed income securities and structured notes. 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.
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!