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BHTCX Beech Hill Total Return C

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Fund BHTCX Beech Hill Total Return C CLSHX AdvisorOne CLS Shelter N ICSNX Innealta Capital Sector Rotation N  
100% 85% 87%
Annual Fees
(2.50% Exp. Ratio)
(1.33% Exp. Ratio)
(1.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.07% annual return
$11,587.59 $16,573.28 $14,582.48
Est. savings over 30 yrs +$4,985.69 +$2,994.89
As of 9/30/16
1 YR RETURN 10.44%
3 YR 1.95%
5 YR 5.90%
10 YR --
1 YR RETURN 10.96%
3 YR 6.94%
5 YR 6.45%
10 YR --
1 YR RETURN 13.59%
3 YR 3.34%
5 YR --
10 YR --
The investment seeks total return from income and capital appreciation. The fund invests primarily in: equity securities, fixed income securities, and cash equivalents selected using the adviser's asset allocation strategy. The advisor defines equity securities as common stock and convertible preferred stock of U.S. companies as well as American Depositary Receipts ("ADRs") representing common stock and convertible preferred stock of foreign issuers. It seeks income from both dividends paid by equity securities and interest payments from fixed income securities.
The investment seeks to limit the impact of large equity market declines, and the secondary investment objective is growth of capital. The fund invests primarily in U.S. Treasury bills, individual equity securities, money market funds, exchange traded funds ("ETFs"), open-end mutual funds and closed-end funds that each invest primarily in equity securities (common stock and securities convertible into common stock). This group of ETFs and funds is referred to as "underlying funds." Equity securities, whether purchased directly or indirectly through underlying funds, are not restricted by issuer capitalization or country.
The investment seeks capital appreciation and current income. Under normal market conditions, the fund operates as a fund of funds, investing primarily in equity representative ETFs. It may also invest in fixed income representative ETFs and alternative asset class ETFs. The fund's strategy is based on a proprietary tactical asset allocation model that normally invests in U.S. sectors (as defined by Global Industry Classification Structure (GICS) equity markets based on the specific risk/reward characteristics of individual sector or sub-sector equity markets by investing in representative exchange-traded funds ("ETFs").

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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.


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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