Investment Test Drive

OGNCX JPMorgan Multi-Cap Market Neutral C

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund OGNCX JPMorgan Multi-Cap Market Neutral C ALHIX AC AlternativesĀ® Equity Market Netr Inv ZMNVX Zacks Market Neutral Investor  
100% 89% 93%
Annual Fees
(1.75% Exp. Ratio)
(1.40% Exp. Ratio)
(1.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.15% annual return
$11,143.28 $12,397.78 $11,488.60
Est. savings over 30 yrs +$1,254.49 +$345.32
As of 12/31/16
1 YR RETURN -1.98%
3 YR -0.11%
5 YR 0.47%
10 YR -0.99%
1 YR RETURN -0.62%
3 YR 0.00%
5 YR 0.92%
10 YR 0.90%
1 YR RETURN 6.54%
3 YR 4.71%
5 YR 1.71%
10 YR --
The investment seeks long-term capital preservation and growth by using strategies designed to produce returns which have no correlation with general domestic market performance. The advisor attempts to neutralize exposure to general domestic market risk by primarily investing in common stocks that the fund's adviser considers to be attractive and 'short selling' stocks that the adviser considers to be unattractive. The fund uses a multi-style approach, meaning that it may invest across different industries, sectors and capitalization levels targeting both value-and growth-oriented domestic companies.
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 to generate positive returns in both rising and falling equity markets. The fund seeks a total return greater than the return on three-month U.S. Treasury Bills. The manager attempts to maintain minimal exposure to general market risk by always having both long and short positions in stocks, options and other instruments. It has a long position in a security when it owns the security and has "sold short" a position when it sells a security it does not own. The fund may invest in equity securities of companies of any size capitalization, including mid-cap and small-cap companies.

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.


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!