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QTRIX Quaker Global Tactical Allocation I

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Fund QTRIX Quaker Global Tactical Allocation I FIGY Barclays ETN+ FI Enhanced Glb Hi Yld PRGSX T. Rowe Price Global Stock  
Similarity
?
100% 86% 85%
Annual Fees
?
$162.47
(1.54% Exp. Ratio)
$67.52
(0.64% Exp. Ratio)
$93.90
(0.89% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$31,304.25 $41,129.74 $38,135.79
Est. savings over 30 yrs +$9,825.48 +$6,831.53
Return
As of 10/31/16
1 YR RETURN -5.98%
3 YR 3.56%
5 YR 8.68%
10 YR --
1 YR RETURN 5.37%
3 YR 4.33%
5 YR --
10 YR --
1 YR RETURN 5.55%
3 YR 8.39%
5 YR 11.72%
10 YR 4.83%
Description
The investment seeks to provide long-term growth of capital. The fund invests its assets in common stocks of U.S. and foreign companies without regard to market capitalization. It may invest in ETFs representing asset classes that include, but that are not limited to common and preferred equity, fixed income, commodities, real estate, volatility indices, derivatives and currencies. The fund invests its assets in equity securities of companies that the Adviser believes have experienced above-average long-term growth in earnings and show a high probability for superior future growth.
Barclays ETN+ FI Enhanced Global High Yield Exchange Traded Notes (the “ETNs”) that Barclays Bank PLC may issue from time to time are linked to a leveraged participation in the performance of the MSCI World High Dividend Yield USD Gross Total Return Index (the “Index”). The ETNs seek to approximate the returns that might be available to investors through a leveraged “long” investment in the Index. The Index is designed to track the performance of large and mid cap stocks (excluding REITS) across 24 developed markets countries tracked by the MSCI World Index.
The investment seeks long-term growth of capital through investments primarily in the common stocks of established companies throughout the world, including the U.S. The fund will diversify broadly by investing in a variety of industries in developed and, to a lesser extent, emerging markets. It normally invests in at least five countries, one of which will be the U.S. Under normal conditions, at least 80% of the fund's net assets (including any borrowings for investment purposes) will be invested in stocks and at least 40% of the fund's net assets will be invested in stocks of companies outside the U.S.

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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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