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ALIAX AC Alternatives® Equity Market Netr A

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Fund ALIAX AC Alternatives® Equity Market Netr A ALHIX AC Alternatives® Equity Market Netr Inv  
Similarity
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100% 100%
Annual Fees
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$168.61
(1.65% Exp. Ratio)
$143.06
(1.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.19% annual return
$11,613.42 $12,532.47
Est. savings over 30 yrs +$919.05
Return
As of 11/30/16
1 YR RETURN -0.36%
3 YR -0.24%
5 YR 0.94%
10 YR 0.73%
1 YR RETURN -0.09%
3 YR 0.03%
5 YR 1.20%
10 YR 0.98%
Description
The investment seeks capital appreciation independent of equity market conditions. In selecting stocks for the fund, the portfolio managers use quantitative management techniques in a two-step process. First, the managers rank stocks, primarily publicly traded U.S. companies with a market capitalization greater than $1 billion. Second, the portfolio managers use a quantitative model to build a portfolio of stocks from the ranking that they believe will provide the optimal balance between risk and expected return. The fund will invest at least 80% of its net assets in equity investments.
The investment seeks capital appreciation independent of equity market conditions. In selecting stocks for the fund, the portfolio managers use quantitative management techniques in a two-step process. First, the managers rank stocks, primarily publicly traded U.S. companies with a market capitalization greater than $1 billion. Second, the portfolio managers use a quantitative model to build a portfolio of stocks from the ranking that they believe will provide the optimal balance between risk and expected return. The fund will invest at least 80% of its net assets in equity investments.

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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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