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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 EXCPX Manning & Napier Unconstrained Bond S  
Similarity
?
100% 85% 85%
Annual Fees
?
$256.88
(2.52% Exp. Ratio)
$25.48
(0.25% Exp. Ratio)
$78.49
(0.77% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.93% annual return
$8,263.04 $16,483.95 $14,091.72
Est. savings over 30 yrs +$8,220.91 +$5,828.68
Return
As of 12/31/16
1 YR RETURN 3.21%
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.32%
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.08%
3 YR 2.10%
5 YR 3.38%
10 YR 5.14%
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. It invests, directly or indirectly through unaffiliated fixed income exchange traded funds ("ETFs") and fixed income mutual funds (together with ETFs, "underlying funds"), at least 80% of its net assets (plus the amount of borrowings, if any) in long and short positions in fixed income securities.
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 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.

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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