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LAACX Western Asset Macro Opportunities C

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Fund LAACX Western Asset Macro Opportunities C EGRRX Eaton Vance Glbl Macro Abs Ret Advtg R  
Similarity
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100% 86%
Annual Fees
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$238.18
(2.33% Exp. Ratio)
$179.91
(1.76% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.22% annual return
$9,529.39 $11,346.97
Est. savings over 30 yrs +$1,817.58
Return
As of 11/30/16
1 YR RETURN 2.57%
3 YR 3.85%
5 YR --
10 YR --
1 YR RETURN 4.11%
3 YR 4.75%
5 YR 3.51%
10 YR --
Description
The investment seeks to maximize total return. Under normal circumstances, the fund seeks to achieve its investment objective by implementing an opportunistic investing strategy. The Advisor attempts to identify and capitalize on attractive relative-value opportunities principally in fixed income markets around the globe by investing in a variety of securities and other instruments. The fund may enter into various derivative transactions for both hedging and non-hedging purposes, including for purposes of enhancing returns. The fund is non-diversified.
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. 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.

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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

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