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SLSAX Sterling Capital Long/Short Equity A

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Fund SLSAX Sterling Capital Long/Short Equity A TACTX FundX Tactical Upgrader  
Similarity
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100% 86%
Annual Fees
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$226.46
(2.18% Exp. Ratio)
$175.56
(1.69% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.88% annual return
$16,170.57 $18,785.66
Est. savings over 30 yrs +$2,615.09
Return
As of 12/31/16
1 YR RETURN 7.53%
3 YR -2.60%
5 YR --
10 YR --
1 YR RETURN 7.79%
3 YR 3.45%
5 YR 4.29%
10 YR --
Description
The investment seeks long-term capital appreciation. To pursue its investment objective, the fund will invest, under normal circumstances, at least 80% of its net assets plus borrowings for investment purposes in long or short positions in equity securities. While the adviser expects to invest primarily in U.S. equity securities (including common stocks, preferred stocks, warrants, American Depositary Receipts ("ADRs"), Master Limited Partnerships ("MLPS"), royalty trusts and debt instruments that are convertible into equity securities).
The investment seeks long-term capital appreciation with less volatility than the broad equity market; capital preservation is a secondary consideration. The fund is a fund-of-funds and as such invests in no-load and load waived mutual funds, and ETFs ("underlying funds"). The underlying funds, in turn, invest primarily in individual securities such as common stocks and bonds. The fund will have substantial holdings in Core Equity underlying funds and/or Total Return underlying funds.

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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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