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OTCRX Otter Creek Long/Short Opportunity Inv

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Fund OTCRX Otter Creek Long/Short Opportunity Inv CSLS Credit Suisse X-Links Long/Short Eq ETN  
100% 88%
Annual Fees
(1.96% Exp. Ratio)
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.85% annual return
$17,135.34 $27,103.88
Est. savings over 30 yrs +$9,968.54
As of 11/30/16
1 YR RETURN -2.55%
3 YR --
5 YR --
10 YR --
1 YR RETURN -2.00%
3 YR 4.00%
5 YR 4.34%
10 YR --
The investment seeks long-term capital appreciation. The fund employs a long/short investment strategy in an attempt to achieve capital appreciation and manage risk. The fund takes long positions in securities Otter Creek believes to be undervalued and short positions in securities Otter Creek believes to be overvalued. The fund's objective is to provide long-term capital appreciation. Under normal market conditions, the net long exposure of the fund (gross long exposures minus gross short exposures) is expected to range between -35% and +80% net long. It is non-diversified.
The investment seeks to replicate, net of expenses, the Credit Suisse Tremont Long/Short Equity Hedge Fund Index. The index tracks the performance of non-hedge fund, transparent market measures.

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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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