Investment Test Drive

QSTAX Quantified STF Advisor

1 lower fee alternative found

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Fund QSTAX Quantified STF Advisor QSTFX Quantified STF Investor  
Similarity
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100% 100%
Annual Fees
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$238.41
(2.32% Exp. Ratio)
$176.76
(1.72% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.77% annual return
$11,207.95 $13,468.25
Est. savings over 30 yrs +$2,260.30
Return
As of 11/30/16
1 YR RETURN -19.65%
3 YR --
5 YR --
10 YR --
1 YR RETURN -19.45%
3 YR --
5 YR --
10 YR --
Description
The investment seeks high appreciation on an annual basis consistent with a high tolerance for risk. The fund's investment adviser delegates execution of the fund's investment strategy to the Subadviser, Flexible Plan Investments, Ltd. The fund is aggressively managed by the Subadviser, which typically results in high portfolio turnover. The Subadviser seeks to achieve the fund's investment objective primarily by using the Subadviser's proprietary Self-Adjusting Trend Following Strategy. The fund is non-diversified.
The investment seeks high appreciation on an annual basis consistent with a high tolerance for risk. The fund's investment adviser delegates execution of the fund's investment strategy to the Subadviser, Flexible Plan Investments, Ltd. The fund is aggressively managed by the Subadviser, which typically results in high portfolio turnover. The Subadviser seeks to achieve the fund's investment objective primarily by using the Subadviser's proprietary Self-Adjusting Trend Following Strategy. 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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