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FDYAX Salient US Dividend Signal A

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Fund FDYAX Salient US Dividend Signal A POGSX Pin Oak Equity FDYRX Salient US Dividend Signal Investor  
Similarity
?
100% 87% 100%
Annual Fees
?
$157.53
(1.49% Exp. Ratio)
$116.30
(1.10% Exp. Ratio)
$141.67
(1.34% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$33,876.66 $38,139.92 $35,458.83
Est. savings over 30 yrs +$4,263.26 +$1,582.17
Return
As of 12/31/16
1 YR RETURN 17.31%
3 YR 9.03%
5 YR --
10 YR --
1 YR RETURN 19.25%
3 YR 10.78%
5 YR 17.00%
10 YR 11.26%
1 YR RETURN 17.44%
3 YR 9.19%
5 YR --
10 YR --
Description
The investment seeks total return, with dividend and interest income being an important component of that return, while exhibiting less downside volatility than the Russell 3000 Index. Under normal conditions, the fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in the equity securities of dividend paying companies domiciled in the United States. Forward Management, LLC d/b/a Salient selects investments based on their fundamental quality, dividend yield, dividend growth potential, valuation and anticipated price appreciation.
The investment seeks long-term capital growth. The fund invests primarily in common stocks of U.S. companies that the Adviser believes possess prospects for growth that are underappreciated by the market. It invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in common stocks of foreign companies and American Depositary Receipts ("ADRs") that meet the investment criteria of the fund. The fund will invest at least 80% of its net assets, under normal circumstances, in equity securities.
The investment seeks total return, with dividend and interest income being an important component of that return, while exhibiting less downside volatility than the Russell 3000 Index. Under normal conditions, the fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in the equity securities of dividend paying companies domiciled in the United States. Forward Management, LLC d/b/a Salient selects investments based on their fundamental quality, dividend yield, dividend growth potential, valuation and anticipated price appreciation.

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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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