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INCIX James Alpha Hedged High Income I

3 lower fee alternatives found

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Fund INCIX James Alpha Hedged High Income I JUCTX Janus Global Unconstrained Bond T ERGMX Eaton Vance Glbl Macr Absolute Return R  
100% 87% 88%
Annual Fees
(1.99% Exp. Ratio)
(1.00% Exp. Ratio)
(1.24% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.83% annual return
$9,429.73 $12,748.04 $11,852.77
Est. savings over 30 yrs +$3,318.31 +$2,423.04
As of 9/30/16
1 YR RETURN 4.99%
3 YR --
5 YR --
10 YR --
1 YR RETURN 6.12%
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.61%
3 YR 2.93%
5 YR 2.26%
10 YR 3.91%
The investment seeks to provide high current income; the fund's secondary investment objective is to seek capital preservation, with the potential for capital appreciation. The fund will invest all of its assets in fixed income and fixed income related securities, using a combination of long-short, long-only and hedging strategies. Fixed income securities in which the fund will invest are anticipated to generally consist of U.S. and foreign fixed income and fixed income related securities of varying maturities and credit quality, including those that are rated below investment grade at the time of purchase.
The investment seeks to maximize total return, consistent with preservation of capital. The fund seeks to provide long-term positive returns and to preserve capital through various market environments by managing portfolio duration, credit risk, and volatility. It pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in bonds.
The investment seeks total return. The fund seeks its investment objective by investing in securities, derivatives and other instruments to establish long and short investment exposures around the world. Total return is defined as income plus capital appreciation. The fund normally invests in multiple countries and frequently has significant exposure to foreign currencies and investments. The fund's long and short investments primarily are sovereign exposures, including currencies, interest rates and debt instruments issued or guaranteed by sovereign entities. 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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