Investment Test Drive

QALAX Quantified Alternative Investment Adv

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund QALAX Quantified Alternative Investment Adv QALTX Quantified Alternative Investment Inv  
Similarity
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100% 100%
Annual Fees
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$274.38
(2.67% Exp. Ratio)
$212.72
(2.07% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.77% annual return
$10,063.72 $12,101.23
Est. savings over 30 yrs +$2,037.51
Return
As of 11/30/16
1 YR RETURN -0.93%
3 YR -1.26%
5 YR --
10 YR --
1 YR RETURN -0.36%
3 YR -0.57%
5 YR --
10 YR --
Description
The investment seeks high total return from alternative investment vehicles on an annual basis consistent with a high tolerance for risk. The fund will primarily invest indirectly in alternative investments by using exchange-traded funds ("ETFs"), open-end mutual funds and other investment companies. The Subadviser defines "Alternative Investment" as any security or instrument that it expects to have returns with a low or negative return correlation with the S&P 500® Index over time.
The investment seeks high total return from alternative investment vehicles on an annual basis consistent with a high tolerance for risk. The fund will primarily invest indirectly in alternative investments by using exchange-traded funds ("ETFs"), open-end mutual funds and other investment companies. The Subadviser defines "Alternative Investment" as any security or instrument that it expects to have returns with a low or negative return correlation with the S&P 500® Index over time.

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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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