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SANCX Sandalwood Opportunity C

2 lower fee alternatives found

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Fund SANCX Sandalwood Opportunity C JDATX Janus Diversified Alternatives T JDASX Janus Diversified Alternatives S  
Similarity
?
100% 90% 90%
Annual Fees
?
$381.48
(3.72% Exp. Ratio)
$153.82
(1.50% Exp. Ratio)
$179.46
(1.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.55% annual return
$6,820.99 $13,516.12 $12,523.96
Est. savings over 30 yrs +$6,695.13 +$5,702.97
Return
As of 10/31/16
1 YR RETURN -17.94%
3 YR -6.98%
5 YR --
10 YR --
1 YR RETURN 6.04%
3 YR 1.00%
5 YR --
10 YR --
1 YR RETURN 5.87%
3 YR 0.84%
5 YR --
10 YR --
Description
The investment seeks income and capital appreciation. The fund seeks to achieve its investment objective by investing primarily in fixed income securities rated below investment grade using multiple event-driven, credit analysis-based, long/short credit, distressed debt, relative value and global strategies. Each type of strategy may employ risk-reducing hedging techniques using short selling, futures contracts, options or credit-default swaps and total return swaps. The fund invests without restriction as to issuer capitalization, country, and credit quality and without restriction as to the maturity of fixed income securities.
The investment seeks absolute return with low correlation to stocks and bonds. Under normal market conditions, the fund pursues its investment objective by investing in a diverse group of return drivers, each a type of risk premium (collectively, "risk premia"), across equity, fixed income, commodity, and currency asset classes. Risk premia refers to the return that is expected for assuming a particular market risk. It employs a proprietary multi-factor process to allocate the fund's assets across the various risk premia.
The investment seeks absolute return with low correlation to stocks and bonds. Under normal market conditions, the fund pursues its investment objective by investing in a diverse group of return drivers, each a type of risk premium (collectively, "risk premia"), across equity, fixed income, commodity, and currency asset classes. Risk premia refers to the return that is expected for assuming a particular market risk. It employs a proprietary multi-factor process to allocate the fund's assets across the various risk premia.

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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

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