Investment Test Drive

MCXCX Catalyst Macro Strategy C

2 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund MCXCX Catalyst Macro Strategy C LALT PowerShares Multi-Strategy Alt ETF BXMYX Blackstone Alternative Multi-Strategy Y  
Similarity
?
100% 89% 88%
Annual Fees
?
$294.31
(2.87% Exp. Ratio)
$99.47
(0.97% Exp. Ratio)
$237.91
(2.32% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.55% annual return
$8,879.05 $15,877.00 $10,518.03
Est. savings over 30 yrs +$6,997.94 +$1,638.98
Return
As of 10/31/16
1 YR RETURN -34.99%
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.17%
3 YR --
5 YR --
10 YR --
1 YR RETURN 0.59%
3 YR --
5 YR --
10 YR --
Description
The investment seeks capital appreciation with positive returns in all market conditions. The fund will make investments that the fund's Advisor believes offers a high probability of return. These investments include equity securities with market capitalizations over $200 million and fixed income securities of any credit quality and duration including U.S. Treasury securities, corporate bonds and foreign fixed income securities, ETFs, individual stock, index or ETF options, financial futures, and other investment companies. It may invest up to 50% of its assets in one or more inverse ETFs during uncertain market conditions. The fund is non-diversified.
The investment seeks a positive total return that has a low correlation to the broader securities markets. The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in a combination of equity securities, financial futures contracts, forward currency contracts and other securities. The sub-adviser selects investments for inclusion in the fund's portfolio with reference to the components of the Morgan Stanley Multi-Strategy Alternative Index (the "Benchmark") through a quantitative process that seeks to exceed the Benchmark's performance. The fund is non-diversified.
The investment seeks capital appreciation. The fund seeks to achieve its objective by allocating the fund's assets among a variety of non-traditional or "alternative" investment strategies. The adviser allocates the fund's assets among investment sub-advisers with experience managing alternative investment strategies and among Investment Funds and may also manage a portion of the fund's assets directly. 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.

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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