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ABYAX Abbey Capital Futures Strategy A

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Fund ABYAX Abbey Capital Futures Strategy A EEHCX Equinox EquityHedge US Strategy C  
100% 86%
Annual Fees
(2.24% Exp. Ratio)
(2.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.60% annual return
$8,162.56 $8,263.36
Est. savings over 30 yrs +$100.79
As of 9/30/16
1 YR RETURN -4.56%
3 YR --
5 YR --
10 YR --
1 YR RETURN 12.99%
3 YR 7.55%
5 YR --
10 YR --
The investment seeks long-term capital appreciation; current income is a secondary objective. The fund allocates its assets between a "Managed Futures" strategy and a "Fixed Income" strategy. The Managed Futures strategy will be achieved by the fund investing up to 25% of its total assets in a wholly-owned and controlled subsidiary of the fund. The Fixed Income strategy invests the fund's assets primarily in investment grade fixed income securities (of all durations and maturities) in order to generate interest income and capital appreciation, which may add diversification to the returns generated by the fund's Managed Futures strategy. It is non-diversified.
The investment seeks to achieve capital appreciation with moderate correlation to and with less volatility than the S&P 500 Index. The fund seeks to achieve its investment objective by allocating its assets between two broad strategies: (1) the Equity Strategy and (2) the Hedge Strategy. It pursues its equity strategy by investing in a combination of (i) derivatives instruments, and/or (ii) exchange traded funds ("ETFs") or other investment companies that seek to track the composition and/or performance of selected equity indexes. The fund also uses an overlay strategy to hedge the fund's overall exposure to the equity markets. 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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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

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