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BCCCX Sterling Capital Diversified Inc C

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Fund BCCCX Sterling Capital Diversified Inc C IYLD iShares Morningstar Multi-Asset Income TBAYX Touchstone Dynamic Diversified Income Y  
Similarity
?
100% 85% 92%
Annual Fees
?
$226.63
(2.19% Exp. Ratio)
$62.09
(0.60% Exp. Ratio)
$112.80
(1.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.48% annual return
$14,372.85 $23,315.07 $20,102.55
Est. savings over 30 yrs +$8,942.22 +$5,729.70
Return
As of 10/31/16
1 YR RETURN 5.02%
3 YR 3.87%
5 YR 4.87%
10 YR 3.63%
1 YR RETURN 8.02%
3 YR 4.70%
5 YR --
10 YR --
1 YR RETURN 5.86%
3 YR 4.06%
5 YR 6.80%
10 YR 4.91%
Description
The investment seeks income and capital appreciation by investing in a broad range of income generating asset classes and strategies. The fund allocates its assets among (i) registered open-end and closed-end investment companies (including exchange-traded funds) that are not a part of the Sterling Capital Funds group of investment companies and (ii) Sterling Capital funds. The adviser expects to invest approximately 25% to 55% of its total assets in underlying funds which invest mainly in equity securities and approximately 45% to 75% of its total assets in underlying funds which invest mainly in debt securities.
The investment seeks to track the investment results of the Morningstar® Multi-Asset High Income IndexSM. The fund generally will invest at least 90% of its assets in the component securities (including indirect investments through the underlying funds) of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is broadly diversified and seeks to deliver high current income while maintaining long-term capital appreciation.
The investment seeks to provide investors with current income. The fund is a "fund-of-funds," which seeks to achieve its investment goal by investing primarily in a diversified portfolio of fixed-income and equity-income oriented underlying funds (although a portion of its assets may be invested in cash, cash equivalents, or in money market funds). The majority of the underlying funds in which the fund invests will be affiliated 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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