Investment Test Drive

FVOCX Federated Managed Volatility C

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ?
Fund FVOCX Federated Managed Volatility C GTAA AdvisorShares Morg Crk Glbl Tacticl ETF  
Similarity
?
100% 85%
Annual Fees
?
$185.63
(1.80% Exp. Ratio)
$173.25
(1.68% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.13% annual return
$14,606.77 $15,151.85
Est. savings over 30 yrs +$545.08
Return
As of 11/30/16
1 YR RETURN 0.83%
3 YR --
5 YR --
10 YR --
1 YR RETURN 0.85%
3 YR -1.42%
5 YR 0.74%
10 YR --
Description
The investment seeks to provide total return while managing the fund's annualized volatility by investing primarily in equity and fixed-income securities. The fund pursues its investment objective by investing in both equity and fixed-income securities that have total return potential, and overlaying a managed volatility strategy. Regarding the composition of the fund's portfolio, under normal conditions, it is anticipated that approximately 40% of the fund's assets will be invested directly into equity securities and 60% of the fund's assets will be invested in fixed-income securities and other investments.
The investment seeks to preserve and grow capital from investments in the U.S. and foreign equity, fixed income, commodity and currency markets, independent of market direction. The fund is considered a "fund of funds" that seeks to achieve its investment objective by primarily investing in other affiliated and unaffiliated exchange-traded funds ("ETFs") that offer diversified exposure, including inverse exposure, to global regions, countries, styles (market capitalization, value, growth, etc.) or sectors, and other exchange-traded products including, but not limited to, exchange-traded notes ("ETNs"), exchange-traded currency trusts, and closed-end funds.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!