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RSIVX RiverPark Strategic Income Retail

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Fund RSIVX RiverPark Strategic Income Retail IIINX Thrivent Opportunity Income Plus S ADVNX Advisory Research Strategic Income  
100% 89% 88%
Annual Fees
(1.19% Exp. Ratio)
(0.71% Exp. Ratio)
(0.92% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.09% annual return
$12,981.70 $15,013.09 $14,089.14
Est. savings over 30 yrs +$2,031.38 +$1,107.44
As of 9/30/16
1 YR RETURN 5.08%
3 YR 3.27%
5 YR --
10 YR --
1 YR RETURN 6.75%
3 YR 3.92%
5 YR 3.59%
10 YR 4.49%
1 YR RETURN 5.81%
3 YR 5.58%
5 YR 5.52%
10 YR 3.10%
The investment seeks high current income and capital appreciation consistent with the preservation of capital. Under normal circumstances, the fund will invest no less than 80% of its net assets (plus the amount of any borrowings for investment purposes) in (1) fixed income securities that the advisor believes are Money-Good, and for which, in the opinion of Cohanzick, if held to maturity, there is only a limited risk of loss of principal and (2) income producing equities, for which, in the opinion of Cohanzick, the issuing company has the resources to sustain its distributions.
The investment seeks a high level of current income, consistent with capital preservation. Under normal circumstances, the fund invests 50-100% in debt securities and 0-50% in equity securities. The debt securities in which the fund invests may be of any maturity or credit quality, including high yield, high risk bonds, notes, debentures and other debt obligations commonly known as "junk bonds." At the time of purchase, these high-yield securities are rated within or below the "BB" major rating category by S&P or the "Ba" major rating category by Moody's or are unrated but considered to be of comparable quality by the Adviser.
The investment seeks high current income and to seek long term capital appreciation. The fund pursues its investment objectives primarily by investing in preferred securities and other income producing securities, including convertible securities, debt securities, common stocks, and securities of other investment companies. Under normal market conditions, it primarily invests in preferred and debt securities, but the fund's advisor retains broad discretion to allocate the fund's investments across various asset classes.

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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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