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ATCSX Anchor Tactical Credit Strategies Inv

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Fund ATCSX Anchor Tactical Credit Strategies Inv FIBR iShares Edge US Fixed Income Bal Risk TUIFX Toews Unconstrained Income  
Similarity
?
100% 85% 89%
Annual Fees
?
$294.57
(2.89% Exp. Ratio)
$25.48
(0.25% Exp. Ratio)
$142.70
(1.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.93% annual return
$7,356.09 $16,448.09 $11,615.44
Est. savings over 30 yrs +$9,092.00 +$4,259.35
Return
As of 10/31/16
1 YR RETURN 3.52%
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.32%
3 YR --
5 YR --
10 YR --
1 YR RETURN 6.42%
3 YR 3.04%
5 YR --
10 YR --
Description
The investment seeks to provide total return from income and capital appreciation with a secondary objective of limiting risk during unfavorable market conditions. The fund seeks to achieve its investment objective by allocating assets among various strategies based on the adviser's research and analysis regarding market trends. A market trend is the movement of a financial market in a particular direction over time. It primarily takes long and short positions in securities that provide returns similar to high yield corporate bonds (also known as "junk bonds") based on long, intermediate, and short term trends. The fund is non-diversified.
The investment seeks total return and preservation of capital. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets in U.S. dollar denominated investment-grade and high-yield fixed-income securities. It primarily invests in fixed-rate securities of varying maturities, such as corporate bonds, including U.S. dollar-denominated securities of foreign issuers, U.S. Treasuries, privately-issued securities, and mortgage-backed securities. The fund is non-diversified.
The investment seeks to provide income and long-term growth of capital; a secondary objective of the fund is to limit risk during unfavorable market conditions. The fund will invest primarily in income-producing securities. Its adviser seeks to achieve the fund's primary investment objective by investing in: (1) exchange traded funds and open-end investment companies ("underlying funds"); (2) derivative instruments; (3) U.S. or foreign fixed-income securities; (4) preferred stocks; and (5) mortgage-related fixed income instruments of varying maturities. 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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