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TMSCX Turner Medical Sciences Long/Short C

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Fund TMSCX Turner Medical Sciences Long/Short C HHQAX Hancock Horizon Quant Long/Short Inv  
100% 85%
Annual Fees
(4.21% Exp. Ratio)
(1.67% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.89% annual return
$8,635.57 $18,935.07
Est. savings over 30 yrs +$10,299.50
As of 12/31/16
1 YR RETURN -10.08%
3 YR 3.28%
5 YR 4.80%
10 YR --
1 YR RETURN 3.31%
3 YR 3.97%
5 YR 8.74%
10 YR --
The investment seeks capital appreciation. The fund invests primarily (at least 80% of its net assets) in stocks of companies engaged in the health care sector using a long/short growth strategy in seeking to capture alpha, reduce volatility, and preserve capital in declining markets. Its holdings may generally range from small companies with over $250 million in market capitalization at the time of purchase to larger, established firms in the health care industry. The fund typically holds between 15 and 75 securities long, and between 15 and 75 securities short.
The investment seeks long-term capital appreciation. The fund seeks long-term capital appreciation by taking long and short positions in equity securities of publicly-traded companies in the United States. Using a quantitative model developed by the Adviser, it buys stocks "long" that the Adviser believes are undervalued relative to their peers, and sells stocks "short" that the Adviser believes are overvalued relative to their peers. The fund typically maintains a net long exposure of approximately 45-115% and the Adviser expects that, on average, 0-35% of its assets will be sold "short."

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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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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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