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CAREX Cornerstone Advisors Real Assets Instl

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Fund CAREX Cornerstone Advisors Real Assets Instl
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Similarity
?
100%
Annual Fees
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$102.67
(0.99% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.71% annual return
$22,119.60
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 8.52%
3 YR -4.14%
5 YR --
10 YR --
Description
The investment seeks capital appreciation and, as a secondary objective, current income. The fund will invest in underlying funds and/or use one or more sub-advisers to invest its assets in the following three primary investment categories: global corporate and government-issued inflation-protected securities; energy infrastructure master limited partnerships ("MLPs") and securities of MLP affiliates, including companies that own MLP partner interests; and commodity futures (collectively, these assets are referred to as "Real Assets"). The fund is non-diversified.

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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".

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