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PLADX Pacific Funds Short Duration Income A

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Fund PLADX Pacific Funds Short Duration Income A FATRX Frost Total Return Bond Investor MINC AdvisorShares Newfleet Mult-Sect Inc ETF  
100% 88% 87%
Annual Fees
(0.85% Exp. Ratio)
(0.75% Exp. Ratio)
(0.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.94% annual return
$13,777.54 $14,200.56 $14,200.56
Est. savings over 30 yrs +$423.02 +$423.02
As of 9/30/16
1 YR RETURN 2.45%
3 YR 1.76%
5 YR --
10 YR --
1 YR RETURN 4.89%
3 YR 3.80%
5 YR 5.02%
10 YR 5.88%
1 YR RETURN 3.05%
3 YR 2.63%
5 YR --
10 YR --
The investment seeks current income; capital appreciation is of secondary importance. The fund invests principally in income producing debt instruments. Under normal circumstances, it will invest at least 70% of its assets in investment grade debt instruments, including corporate debt, asset-backed securities, mortgage-related securities, U.S. government securities and agency securities. The fund may invest up to 30% of its assets in non-investment grade (high yield/high risk, sometimes called "junk bonds") debt instruments and floating rate senior loans.
The investment seeks to maximize total return, consisting of income and capital appreciation, consistent with the preservation of principal. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in fixed income securities. The advisor actively manages the duration of the fund and purchases securities such that the average weighted duration of the fund's portfolio typically ranges within plus or minus three years of the fund benchmark's duration. Its fixed income investments focus primarily on investment grade securities, but may at times include securities rated below investment grade.
The investment seeks to provide current income consistent with preservation of capital, while limiting fluctuations in net asset value ("NAV") due to changes in interest rates. The Sub-Advisor applies a time-tested approach and extensive credit research to capitalize on opportunities across undervalued areas of the bond markets. The fund principally invests in investment-grade securities, which are securities with credit ratings within the four highest rating categories of a nationally recognized statistical rating organization or, if unrated, those securities that the Sub-Advisor determines to be of comparable quality.

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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

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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