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EPICX Epiphany FFV Strategic Income C

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Fund EPICX Epiphany FFV Strategic Income C NCICX New Covenant Income  
100% 86%
Annual Fees
(2.10% Exp. Ratio)
(0.80% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.06% annual return
$9,754.07 $14,489.57
Est. savings over 30 yrs +$4,735.49
As of 12/31/16
1 YR RETURN 0.47%
3 YR 1.34%
5 YR 1.65%
10 YR --
1 YR RETURN 2.31%
3 YR 2.25%
5 YR 1.81%
10 YR 2.23%
The investment seeks income. The fund seeks to achieve its objective through investment in any income-producing securities issued by companies that pass the FFV Scorecard®, a proprietary screening methodology developed by Trinity Fiduciary Partners, LLC. Income-producing securities may include corporate bonds, preferred stocks, convertible stocks and investment companies (including open-end funds or exchange traded funds) that may invest in income-producing securities, or in the case of exchange traded funds, track a fixed income index.
The investment seeks a high level of current income with preservation of capital. The fund normally invests at least 80% of its net assets in a diversified portfolio of bonds and other debt obligations of varying maturities. At least 65% of the fund's net assets will be invested in bonds that are rated within the four highest credit rating categories assigned by independent rating agencies, and the advisor will attempt to maintain an overall credit quality rating of AA or higher.

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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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


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Yes, funds and ETFs charge fees

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