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LQLRX Invesco Alternative Strategies R

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Fund LQLRX Invesco Alternative Strategies R
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Similarity
?
100%
Annual Fees
?
$205.53
(2.00% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.77% annual return
$12,363.43
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 4.01%
3 YR --
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation. The fund is a "fund of funds", and invests its assets in other underlying mutual funds advised by Invesco Advisers, Inc. and exchange-traded funds advised by Invesco PowerShares Capital Management LLC or mutual funds and ETFs advised by unaffiliated advisers. The Advisor intends to allocate its assets among a range of alternative asset classes and strategies. These alternative asset classes and strategies may include, but are not limited to, long/short equity, global macro, risk parity, market neutral, real estate, infrastructure, MLPs, commodities, currencies and senior loans.

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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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