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ALNRX AC Alternatives® Income R

2 lower fee alternatives found

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Fund ALNRX AC Alternatives® Income R MASNX Litman Gregory Masters Alt Strats Inv ALNNX AC Alternatives® Income Investor  
Similarity
?
100% 86% 100%
Annual Fees
?
$254.86
(2.48% Exp. Ratio)
$178.81
(1.74% Exp. Ratio)
$203.47
(1.98% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.77% annual return
$10,670.08 $13,386.27 $12,439.35
Est. savings over 30 yrs +$2,716.19 +$1,769.27
Return
As of 11/30/16
1 YR RETURN 4.24%
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.92%
3 YR 2.96%
5 YR 4.88%
10 YR --
1 YR RETURN 4.66%
3 YR --
5 YR --
10 YR --
Description
The investment seeks to provide diverse sources of income. The fund pursues its investment objective by focusing primarily on asset classes and strategies that generate current income and will invest primarily in income-generating securities. Specifically, the fund will combine several distinct strategies designed to capture current yield from a variety of income producing securities with an additional focus on seeking to protect investor purchasing power through capital appreciation. It is non-diversified.
The investment seeks to achieve long-term returns with lower risk and lower volatility than the stock market, and with relatively low correlation to stock and bond market indexes. The fund's strategy is to engage a number of established investment managers as sub-advisors to offer investors a mix of strategies that the advisor believes offer risk-return characteristics that are attractive individually and even more compelling collectively. The fund is intended to be used by investors as a source of diversification for traditional stock and bond portfolios to reduce volatility and potentially enhance returns relative to various measures of risk.
The investment seeks to provide diverse sources of income. The fund pursues its investment objective by focusing primarily on asset classes and strategies that generate current income and will invest primarily in income-generating securities. Specifically, the fund will combine several distinct strategies designed to capture current yield from a variety of income producing securities with an additional focus on seeking to protect investor purchasing power through capital appreciation. It 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.

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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