Investment Test Drive

HANRX Hanlon Managed Income R

10 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund HANRX Hanlon Managed Income R JURTX Janus Real Return T ASIEX American Century Strategic Income Inv  
100% 89% 86%
Annual Fees
(2.01% Exp. Ratio)
(0.73% Exp. Ratio)
(0.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.09% annual return
$10,115.79 $14,930.96 $14,840.98
Est. savings over 30 yrs +$4,815.17 +$4,725.19
As of 9/30/16
1 YR RETURN 4.01%
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.48%
3 YR 2.96%
5 YR 3.52%
10 YR --
1 YR RETURN 7.93%
3 YR --
5 YR --
10 YR --
The investment seeks to provide current income, capital preservation and positive risk-adjusted returns. The fund is a tactical asset allocation fund, investing primarily in exchange-traded funds and shares of other investment companies (collectively, "underlying funds"). Using a proprietary investment model, it allocates up to 100% of its portfolio in fixed-income underlying funds, including those classified as high-yield bond (also known as "junk bond") funds. The fund may invest without limit in U.S. and non-U.S. dollar-denominated securities of U.S. and foreign (non-U.S.) issuers, including emerging market securities. It is non-diversified.
The investment seeks real return consistent with preservation of capital. The fund pursues its investment objective by primarily investing in U.S. Treasury securities, short-duration high-yield/high-risk debt, commodity-linked investments, and equity securities. Its investments in U.S. Treasury securities may also include Treasury Inflation-Protected Securities, also known as TIPS. The fund may invest up to 90% of its net assets in short-duration high-yield/high-risk debt securities. Its investments in short-duration high-yield/high-risk securities include debt rated below investment grade, also known as "junk" bonds.
The investment seeks income; long-term capital appreciation is the secondary consideration. The fund invests in both investment-grade and high-yield, non-money market debt securities. These securities may include corporate bonds and notes, government securities and securities backed by mortgages or other assets. The fund may also invest in certain equity securities such as preferred stock, convertible securities or equity equivalents provided that such investments are consistent with the fund's investment objectives.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.


Your Feedback has been sent successfully!