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CALCULATOR

MANAGER BENEFITS

FAR® FUNDS

The Model below shows a Monte Carlo comparison of a FAR® Fund (providing the Manager with pre-tax, tax-deferred accumulation) to an Annual Crystallization Fund (where the Manager pays taxes each year and the accumulation is after-tax and taxed each year). First, select the Crystallization Schedule for the FAR® Fund. Then select your other assumptions. Click on Calculate and the Model will show the Alignment Wealth® and the Alignment Alpha® of running the Model, based on the specified assumptions, 1,000 times.
Regular Performance Period (Months)
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Crystallization Frequency
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Investment Holding Period (Months)
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Manager Accumulation Period (Months)
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Mean Monthly Gross Return (%)
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Monthly Return Standard Deviation (%)
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Current Effective Tax Rate (%)
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Management Fee (%)
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Incentive Compensation (%)
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20 %

Manager Tax Rate (%)
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50 %