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MHBAX Monte Chesapeake Macro Strategies A

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Fund MHBAX Monte Chesapeake Macro Strategies A GPFNX Grant Park Managed Futures Strategy N  
100% 92%
Annual Fees
(2.02% Exp. Ratio)
(1.91% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.60% annual return
$8,732.00 $9,030.94
Est. savings over 30 yrs +$298.93
As of 9/30/16
1 YR RETURN -0.64%
3 YR -1.97%
5 YR --
10 YR --
1 YR RETURN 3.76%
3 YR 2.90%
5 YR -1.23%
10 YR --
The investment seeks positive absolute return and long-term capital appreciation. Under normal market conditions, the fund will invest a portion of its assets (either directly or through underlying pools) in foreign investments unless market conditions are not deemed favorable by the Adviser in which case the fund may not hold any non-U.S. investments. It may also invest in companies of emerging market countries. The fund may invest in securities denominated in U.S. Dollars and the currencies of the foreign countries in which it is permitted to invest. It typically has full currency exposure to those markets in which it invests.
The investment seeks income and capital appreciation. The fund seeks to achieve its investment objectives by allocating its assets using two principal strategies: "Managed Futures" Strategy and "Fixed Income" Strategy. The Managed Futures strategy is designed to produce capital appreciation by capturing returns related to price trends in the commodity markets and financial markets. The Fixed Income Strategy is designed to provide the fund liquidity, to preserve the fund's capital, and to generate interest income while limiting duration-related or liquidity risks. The fund 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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Yes, funds and ETFs charge fees

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