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ACVWX AC Alternatives® Market Neutral Val R

1 lower fee alternative found

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Fund ACVWX AC Alternatives® Market Neutral Val R ACVVX AC Alternatives® Market Neutral Val Inv  
Similarity
?
100% 100%
Annual Fees
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$221.83
(2.17% Exp. Ratio)
$170.71
(1.67% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.22% annual return
$10,017.82 $11,673.28
Est. savings over 30 yrs +$1,655.46
Return
As of 10/31/16
1 YR RETURN 1.93%
3 YR 2.42%
5 YR 2.80%
10 YR --
1 YR RETURN 2.55%
3 YR 2.96%
5 YR 3.32%
10 YR --
Description
The investment seeks long-term capital growth, independent of equity market conditions. Under normal market conditions, the advisor intends to keep its assets invested primarily in U.S. equity securities. However, the fund may invest a portion of its assets in foreign securities. In addition, there may be times when it holds a significant portion of its assets in cash or cash equivalents.
The investment seeks long-term capital growth, independent of equity market conditions. Under normal market conditions, the advisor intends to keep its assets invested primarily in U.S. equity securities. However, the fund may invest a portion of its assets in foreign securities. In addition, there may be times when it holds a significant portion of its assets in cash or cash equivalents.

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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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