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HIFAX Catalyst/Princeton Uncons Hedged Inc A

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Fund HIFAX Catalyst/Princeton Uncons Hedged Inc A WAMBX WST Asset Manager - US Bond Investor  
100% 93%
Annual Fees
(1.74% Exp. Ratio)
(1.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.83% annual return
$10,180.15 $10,787.56
Est. savings over 30 yrs +$607.40
As of 9/30/16
1 YR RETURN 10.61%
3 YR --
5 YR --
10 YR --
1 YR RETURN 10.75%
3 YR --
5 YR --
10 YR --
The investment seeks current income with a secondary objective of long-term capital appreciation with preservation of capital and low volatility. The fund seeks to provide an attractive yield and long-term positive returns while preserving capital through various market environments by managing portfolio duration, credit risk, and volatility. The fund will invest primarily in bonds, including bank loans. The fund's average portfolio duration may range from negative three years to plus six years. It may also invest in money market instruments (which may include reverse repurchase agreements), preferred stock, and equity securities. The fund is non-diversified.
The investment seeks total return from income and capital appreciation. The fund will generally invest in a combination of (i) U.S. high-yield debt securities (commonly known as "junk" bonds, and referred to herein as "High-Yield Securities") and (ii) U.S. investment grade debt securities and U.S. Treasury debt obligations (collectively, "Investment Grade Securities"). It invests without restriction as to issuer credit quality, capitalization or security maturity; however, other than periods when the fund is invested solely in cash, at least 10% of the fund's assets will generally be invested in Investment Grade Securities at all times. It 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.


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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