Investment Test Drive

CMGQX CMG Tactical All Asset Strategy A

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund CMGQX CMG Tactical All Asset Strategy A CVXAX Spouting Rock/Convex Dynm Glbl Mcr Adv  
100% 89%
Annual Fees
(1.65% Exp. Ratio)
(1.42% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.43% annual return
$12,486.86 $13,393.27
Est. savings over 30 yrs +$906.41
As of 9/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 6.68%
3 YR --
5 YR --
10 YR --
The investment seeks capital appreciation. The fund seeks to achieve its investment objective principally through investing in exchange traded funds, including inverse and leveraged ETFs, that invest in the following asset classes: (1) U.S., foreign and emerging market common stocks of any capitalization; (2) commodities and commodity-related sectors; (3) fixed income securities of any maturity including high yield bonds, U.S. government bonds, inflation-protected bonds and bonds issued by foreign and emerging market issuers; and (4) alternative assets such as currencies, real estate investment trusts and master limited partnerships. It is non-diversified.
The investment seeks positive absolute returns. In pursuing positive absolute returns, the fund's subadviser seeks to minimize losses when it believes market risk is high and maximize growth when it believes market risk is low. The fund will invest the majority of its assets in ETFs that invest in U.S., international, and emerging market equity securities of any market capitalization (growth or value stocks or both) and fixed income securities of any maturity (including high yield securities, which are often referred to as "junk bonds"); real estate interests; commodities; and inflation-protected securities.

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!