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KCLIX Knights of Columbus Limited Dur Bd Instl

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Fund KCLIX Knights of Columbus Limited Dur Bd Instl TDFPX TDAM 1- to 5-Year Corporate Bond LDRI PowerShares LadderRite 0-5Yr Corp Bd ETF  
Similarity
?
100% 89% 86%
Annual Fees
?
$51.08
(0.50% Exp. Ratio)
$0.00
(0.00% Exp. Ratio)
$22.48
(0.22% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.17% annual return
$16,369.09 $19,025.32 $17,808.89
Est. savings over 30 yrs +$2,656.24 +$1,439.81
Return
As of 11/30/16
1 YR RETURN 1.04%
3 YR --
5 YR --
10 YR --
1 YR RETURN 1.75%
3 YR 1.39%
5 YR --
10 YR --
1 YR RETURN 1.13%
3 YR --
5 YR --
10 YR --
Description
The investment seeks current income and capital preservation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in bonds. It invests primarily in U.S. issuers and investment-grade securities, but may hold securities that are rated below investment grade ("high yield" or "junk bonds"). The fund may invest in securities with any maturity or duration, but seeks to maintain an average duration similar to that of the Barclays Capital 1-3 Year U.S. government/Credit Index, which generally ranges between zero and three years.
The investment seeks to provide current income. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in corporate bonds with a term to maturity of between 1 and 5 years. For purposes of such policy, "bonds" includes bonds, debentures, notes and zero coupon obligations. The advisor currently anticipates that it will only purchase bonds that are, at the time of investment, rated investment grade (BBB- or above by Standard & Poor's Ratings Services ("S&P") or Fitch Ratings Inc. ("Fitch") or Baa3 or above by Moody's Investors Service, Inc. ("Moody's")) or their unrated equivalents.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the NASDAQ LadderRite® 0-5 Year USD Corporate Bond Index (the "underlying index"). The fund generally will invest at least 80% of its total assets in U.S. and foreign investment grade corporate bonds that comprise the underlying index. The underlying index measures potential returns of a theoretical portfolio of fixed income securities with a yield curve based upon remaining effective terms to maturity of five years or less. 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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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".

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