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ROTCX AlphaCentric Asset Rotation C

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Fund ROTCX AlphaCentric Asset Rotation C GTAA AdvisorShares Morg Crk Glbl Tacticl ETF ATACX ATAC Inflation Rotation Investor  
100% 92% 93%
Annual Fees
(2.43% Exp. Ratio)
(1.68% Exp. Ratio)
(1.96% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.13% annual return
$12,037.45 $15,146.12 $13,904.14
Est. savings over 30 yrs +$3,108.67 +$1,866.70
As of 12/31/16
1 YR RETURN -5.76%
3 YR --
5 YR --
10 YR --
1 YR RETURN 2.18%
3 YR -1.37%
5 YR 0.82%
10 YR --
1 YR RETURN 8.57%
3 YR 1.07%
5 YR --
10 YR --
The investment seeks to achieve long-term capital appreciation with lower overall risk than the equity market. The fund seeks to achieve its objective by investing in a portfolio of global asset class exchange traded Funds ("ETFs"). The fund, through tactical adjustments to its allocation between ETFs that invest in equities and ETFs that invest in cash and cash equivalents, seeks to generate superior risk-adjusted returns and limit the size of the drawdown of its portfolio in relation to the size of the drawdowns that can be incurred by a 100% stock allocation. The fund is non-diversified.
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.
The investment seeks to achieve absolute positive returns over time. The adviser invests the fund's assets primarily in shares of a diversified portfolio of exchange-traded funds ("ETFs") that track various indices or multiples thereof, sometimes referred to "underlying ETFs." These indices may track the performance of the equity, fixed income and/or commodities markets, in general, or the performance of specific sectors (e.g., a large grouping of companies operating within the market that share similar characteristics) or market segments (e.g., large, medium, or small capitalization domestic and/or foreign companies).

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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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