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CGHAX Crow Point Defined Risk Global Eq Inc A

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Fund CGHAX Crow Point Defined Risk Global Eq Inc A
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Annual Fees
(1.26% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.22% annual return
Est. savings over 30 yrs
As of 9/30/16
1 YR RETURN 0.21%
3 YR -0.88%
5 YR --
10 YR --
The investment seeks income with long-term growth of capital as a secondary objective. The advisor intends to achieve its investment objective through buying a portfolio of high dividend paying common stocks of U.S. and non-U.S. companies and other equity securities like preferred and convertible stocks and then actively hedging the fund's equity exposure with options. The advisor expects normally to invest at least 80% of its total assets in equity securities (including securities convertible into equity securities) of U.S. and non-U.S. companies that pay attractive dividends or that the advisor believes have the potential to increase dividends over time.

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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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