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ATQFX Arbitrage Tactical Equity R

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Fund ATQFX Arbitrage Tactical Equity R GABCX Gabelli ABC AAA MNA IQ Merger Arbitrage ETF  
100% 86% 87%
Annual Fees
(1.75% Exp. Ratio)
(0.59% Exp. Ratio)
(0.77% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.93% annual return
$10,459.80 $14,874.71 $14,087.57
Est. savings over 30 yrs +$4,414.92 +$3,627.78
As of 9/30/16
1 YR RETURN 3.34%
3 YR --
5 YR --
10 YR --
1 YR RETURN 3.43%
3 YR 2.24%
5 YR 3.53%
10 YR 3.49%
1 YR RETURN 5.93%
3 YR 3.80%
5 YR 4.24%
10 YR --
The investment seeks capital appreciation. The fund seeks to profit from investing in securities of companies whose stock price trades significantly higher or lower from where the Adviser believes it should trade. It will invest in a portfolio of securities including: equities, debt (such as corporate bonds, debentures, notes and other similar instruments), warrants, distressed, high-yield (these are referred to as junk bonds), convertible, preferred, when-issued, and other securities the Adviser believes will further its investment objective. The fund is non-diversified.
The investment seeks total return. The fund invests primarily in securities of domestic and foreign issuers that the fund's investment adviser, believes provide attractive opportunities for appreciation or investment income. The Adviser seeks to limit excessive risk of capital loss by utilizing various investment strategies, including investing in value oriented common stocks, i.e., common stocks that trade at a significant discount to the Adviser's assessment of their "private market value" virtually risk free U.S. Treasury Bills, and by utilizing certain "arbitrage" strategies. It is non-diversified.
The investment seeks investment results that correspond generally to the price and yield performance of its underlying index, the IQ Merger Arbitrage Index. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the investments included in its underlying index. The underlying index seeks to employ a systematic investment process designed to identify opportunities in companies whose equity securities trade in developed markets, including the U.S., and which are involved in announced mergers, acquisitions and other buyout-related transactions. 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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


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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