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EASYX EAS Crow Point Alternatives C

2 lower fee alternatives found

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Fund EASYX EAS Crow Point Alternatives C MASNX Litman Gregory Masters Alt Strats Inv ALSNX AMG Managers Lake Partners LASSO Alts N  
Similarity
?
100% 87% 86%
Annual Fees
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$281.57
(2.74% Exp. Ratio)
$178.81
(1.74% Exp. Ratio)
$277.46
(2.70% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.76% annual return
$9,843.08 $13,378.46 $9,965.26
Est. savings over 30 yrs +$3,535.37 +$122.17
Return
As of 11/30/16
1 YR RETURN -3.02%
3 YR -1.13%
5 YR 0.89%
10 YR --
1 YR RETURN 4.92%
3 YR 2.96%
5 YR 4.88%
10 YR --
1 YR RETURN -0.41%
3 YR -0.30%
5 YR 2.94%
10 YR --
Description
The investment seeks preservation and growth of capital. The fund pursues its absolute return objective by tactically allocating its capital among multiple potential alternative investment classes, including investments in private funds. It may, generally, pursue investments among the following alternative investment classes or strategies: Long-Short Equity, Long-Short Credit, Asset Backed Securities, Arbitrage, Commodities, Convertibles, Floating Rate Debt, Currencies, Emerging Market Bonds, Emerging Market Equities, High Yield, Managed Futures, and Real Estate (primarily through real estate investment trusts ("REITs").
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 long-term total return with reduced correlation to the conventional stock and bond markets. The fund is structured as a fund-of-funds. Under normal circumstances, the fund pursues its investment objective by investing primarily in a managed portfolio of other open-end investment companies registered under the Investment Company Act of 1940, as amended (the "1940 Act"), that use alternative or hedging strategies ("Alternative Mutual Funds").

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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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