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NSOPX North Star Opportunity A

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Fund NSOPX North Star Opportunity A FBPBX FBP Appreciation & Income Opportunities  
Similarity
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100% 88%
Annual Fees
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$169.63
(1.62% Exp. Ratio)
$113.09
(1.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.71% annual return
$24,380.83 $28,732.08
Est. savings over 30 yrs +$4,351.26
Return
As of 12/31/16
1 YR RETURN 14.59%
3 YR 3.34%
5 YR 8.83%
10 YR --
1 YR RETURN 15.36%
3 YR 3.72%
5 YR 9.46%
10 YR 3.55%
Description
The investment seeks long-term capital appreciation. The adviser expects to invest approximately 80 - 100% of its net assets in net long positions in securities that it deems to be underpriced. Target position sizes will range from 0% to 5% of the fund's net assets, for individual stocks and up to 25% for macroeconomic themes. The fund may invest in fixed income securities that are investment grade as well as those that are below investment grade. It may also devote a substantial amount of its capital to cash, cash equivalents or short-term obligations of the U.S. government, its agencies and instrumentalities.
The investment seeks long term capital appreciation and current income, assuming a moderate level of investment risk. The fund seeks to achieve its objectives by investing in a portfolio of both equity and fixed income securities. Fixed income securities include corporate debt obligations, U.S. government obligations and shares of ETFs that invest primarily in corporate debt obligations and U.S. government obligations.

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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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