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SAFCX Natixis Seeyond Multi-Asset Allc C

2 lower fee alternatives found

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Fund SAFCX Natixis Seeyond Multi-Asset Allc C OWSOX Old Westbury Strategic Opportunities NWSFX Satuit West Shore Real Return N  
Similarity
?
100% 85% 87%
Annual Fees
?
$218.92
(2.10% Exp. Ratio)
$138.65
(1.33% Exp. Ratio)
$215.79
(2.07% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$18,418.33 $23,298.25 $18,588.41
Est. savings over 30 yrs +$4,879.92 +$170.08
Return
As of 11/30/16
1 YR RETURN -5.98%
3 YR --
5 YR --
10 YR --
1 YR RETURN 0.44%
3 YR 2.13%
5 YR 6.26%
10 YR --
1 YR RETURN 0.93%
3 YR --
5 YR --
10 YR --
Description
The investment seeks long-term growth of capital by investing in a range of securities and asset classes across global markets. The fund will typically seek exposure to a combination of four asset classes: equity, fixed-income, currency and volatility. Its equity exposure typically will be obtained through investments in broad, equity index listed futures, equity index options, options on futures and exchange-traded funds ("ETFs"). The fund's fixed-income exposure may consist of, but is not limited to, U.S. and non-U.S. government bonds, listed bond futures, options on futures and fixed-income ETFs. It is non-diversified.
The investment seeks long term capital appreciation. The fund pursues its investment goal by investing throughout the world in a broad range of equity securities, securities that have equity-like characteristics and fixed-income securities. The fund invests in securities issued by companies of any capitalization size. The fund invests in securities issued by companies of any capitalization size.
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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