Investment Test Drive

SCSGX SCS Tactical Allocation

5 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund SCSGX SCS Tactical Allocation LCORX Leuthold Core Investment Retail GTAA AdvisorShares Morg Crk Glbl Tacticl ETF  
Similarity
?
100% 88% 89%
Annual Fees
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$416.62
(4.04% Exp. Ratio)
$124.78
(1.21% Exp. Ratio)
$173.25
(1.68% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.12% annual return
$7,301.06 $17,460.97 $15,133.34
Est. savings over 30 yrs +$10,159.91 +$7,832.28
Return
As of 11/30/16
1 YR RETURN -13.02%
3 YR -9.35%
5 YR --
10 YR --
1 YR RETURN 2.66%
3 YR 3.91%
5 YR 7.37%
10 YR 4.50%
1 YR RETURN 0.85%
3 YR -1.42%
5 YR 0.74%
10 YR --
Description
The investment seeks to achieve capital appreciation. The fund normally invests in a mix of equity securities and fixed income securities, which the adviser determines are undervalued, offer the potential for capital appreciation, or may offer appreciation with lower volatility than the overall market. It may invest in equity securities (including common stock, preferred stock, shares of other investment companies and equity- and commodity-based exchange-traded funds ("ETFs")), fixed income securities (including corporate bonds, government issued bonds, and fixed income-based ETFs), or may hold a portion of the portfolio in cash and cash equivalents.
The investment seeks capital appreciation and income. The fund is a "flexible" fund which allocates its investments among common stocks and other equity securities, bonds and other debt securities, money market instruments in proportions which reflect the judgment of Leuthold Weeden Capital Management. It invests normally 30% to 70% of its assets in common stocks and other equity securities; 30% to 70% in bonds and other debt securities (other than money market instruments), except during prolonged periods of low interest rates; up to 20% of its assets in money market instruments.
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.

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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.

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.

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