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RWSFX Satuit West Shore Real Return R

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Fund RWSFX Satuit West Shore Real Return R
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Similarity
?
100%
Annual Fees
?
$241.85
(2.32% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$17,216.76
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 1.14%
3 YR --
5 YR --
10 YR --
Description
The investment seeks to preserve purchasing power while emphasizing volatility management and low correlation to traditional equity and bond markets. The fund utilizes four core investment strategies: diversified equity; diversified fixed income; real assets and alternative investments. Although the fund's allocation to each strategy may vary over time, it will typically allocate up to 50% of its total assets to diversified equity investments; up to 50% of its total assets to diversified fixed income investments; up to 20% of its total assets to real asset investments; and up to 20% of its total assets to alternative investments.

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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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