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HIIFX Catalyst/SMH High Income A

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Fund HIIFX Catalyst/SMH High Income A
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Similarity
?
100%
Annual Fees
?
$147.95
(1.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.03% annual return
$11,805.50
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 29.94%
3 YR -6.17%
5 YR -1.08%
10 YR --
Description
The investment seeks to provide a high level of current income with capital appreciation as a secondary objective. The fund invests in a non-diversified group of low-quality, high yield corporate bonds and convertible securities. It may invest without limitation in non-investment grade corporate bonds rated Baa or lower. The fund may also invest in corporate issues that have defaulted. While there are no restrictions on maturity, the bonds in the fund's portfolio will generally have an average maturity of less than ten years. It is non-diversified.

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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.

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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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