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LPTCX EnTrustPermal Alternative Core C

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Fund LPTCX EnTrustPermal Alternative Core C
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Similarity
?
100%
Annual Fees
?
$298.41
(2.91% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.55% annual return
$8,770.01
Est. savings over 30 yrs
Return
As of 10/31/16
1 YR RETURN 1.83%
3 YR 2.38%
5 YR 4.37%
10 YR --
Description
The investment seeks total return. The fund typically will invest, directly or through underlying funds and exchange-traded notes, approximately 50% to 100% of its total assets in alternative investments, including commodities, real estate assets, infrastructure assets, foreign currencies and hedge fund strategies; 0% to 50% of its total assets in equity-related investments; 0% to 50% of its total assets in fixed income-related investments and 0% to 40% in cash and cash equivalents. It may not invest more than 10% of its total assets in any one investment considered by Permal Asset Management LLC to be an alternative investment. 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.

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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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