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ATCSX Anchor Tactical Credit Strategies Inv

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Fund ATCSX Anchor Tactical Credit Strategies Inv UBND WisdomTree Western Asset Uncnstnd Bd ETF EXCPX Manning & Napier Unconstrained Bond S  
100% 89% 88%
Annual Fees
(2.89% Exp. Ratio)
(0.55% Exp. Ratio)
(0.77% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.83% annual return
$7,150.00 $14,605.99 $13,667.13
Est. savings over 30 yrs +$7,455.99 +$6,517.13
As of 9/30/16
1 YR RETURN 3.39%
3 YR --
5 YR --
10 YR --
1 YR RETURN 7.16%
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.01%
3 YR 2.61%
5 YR 3.87%
10 YR 5.32%
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 a high level of total return consisting of both income and capital appreciation. The fund is an actively managed ETF and seeks to achieve its investment objective through direct and indirect investments in debt securities ("Debt"). Under normal circumstances, it will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in Debt. The fund may invest up to 50% of its total assets in securities issued by issuers organized in or that maintain their principal place of business in emerging market countries. It is non-diversified.
The investment seeks to provide long-term total return, and its secondary objective is to provide preservation of capital. The fund will invest, under normal circumstances, at least 80% of its net assets in bonds and other financial instruments, principally derivative instruments and exchange-traded funds (ETFs), with economic characteristics similar to bonds. It may invest up to 50% of its assets in below investment grade securities (also referred to as "high yield bonds" or "junk bonds") and may invest up to 50% of its assets in non-U.S. dollar denominated securities, including securities issued by companies located in emerging markets.

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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.


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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