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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  
Similarity
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100% 86%
Annual Fees
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$214.33
(2.10% Exp. Ratio)
$81.65
(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
Return
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%
Description
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.

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Similarity

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

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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