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IPFCX Poplar Forest Cornerstone Institutional

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Fund IPFCX Poplar Forest Cornerstone Institutional MLTI Credit Suisse X-Links Mlt-Ast Hi Inc ETN  
100% 88%
Annual Fees
(0.92% Exp. Ratio)
(0.84% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.19% annual return
$25,944.69 $26,580.56
Est. savings over 30 yrs +$635.87
As of 9/30/16
1 YR RETURN 15.95%
3 YR --
5 YR --
10 YR --
1 YR RETURN 17.32%
3 YR --
5 YR --
10 YR --
The investment seeks to achieve current income and long-term growth of capital. The fund seeks to deliver superior, risk-adjusted returns over full market cycles, by building a balanced portfolio of debt and equity securities that aims to generate returns that exceed the Consumer Price Index by 3% per year while preserving capital. A full market cycle is deemed to be a multi-year period including a period of material increase in the U.S. stock market (a "bull market") and a period of material decline in the U.S. stock market (a "bear market").
The investment seeks to provide exposure to the price return version of the NYSE Multi-Asset High Income Index (the “index”). The ETNs are listed on NYSE Arca under the ticker symbol “MLTI”. The NYSE Multi-Asset High Income Index (the “index”) measures the performance of a broad, diversified basket of up to 120 publicly-traded securities that historically have paid high dividends or distributions (the “index constituents”).

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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.


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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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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