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PEGAX CMG Global Macro Strategy A

2 lower fee alternatives found

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Fund PEGAX CMG Global Macro Strategy A BXMYX Blackstone Alternative Multi-Strategy Y FKMRX Franklin K2 Global Macro Opps R  
100% 88% 85%
Annual Fees
(3.30% Exp. Ratio)
(2.32% Exp. Ratio)
(2.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.43% annual return
$7,510.57 $10,163.62 $9,765.56
Est. savings over 30 yrs +$2,653.05 +$2,254.98
As of 9/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN 0.88%
3 YR --
5 YR --
10 YR --
3 YR --
5 YR --
10 YR --
The investment seeks capital appreciation. The fund's adviser seeks to achieve the fund's investment objective primarily through two principal strategies: Global Macro Strategy investing in foreign currency, equity index and government bond-linked securities, funds, and/or derivatives and Fixed Income Investment Strategy. The Fixed Income Strategy is designed to generate interest income, capital appreciation and to diversify returns from those of the global macro strategy. The fund will invest at least 40% of its assets in securities issued by companies domiciled outside of the United States, from a minimum of three countries. It 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.
The investment seeks capital appreciation. The fund seeks to achieve this goal by allocating its assets across global macro-focused investment strategies, which are "non-traditional" or "alternative" strategies that generally focus on macro-economic opportunities across numerous markets and investments. The fund's principal investments include both U.S. and foreign (including emerging markets) securities and exchange traded and over-the-counter ("OTC") derivative instruments, and may include asset classes such as equities, fixed income, interest rates, currencies or commodities.

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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.


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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