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CPSHX Pinnacle Sherman Multi-Strategy Core C

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Fund CPSHX Pinnacle Sherman Multi-Strategy Core C MATH AdvisorShares Meidell Tacticl Advtge ETF EVFTX EValuator Tactically Managed RMS Inv  
100% 87% 86%
Annual Fees
(2.49% Exp. Ratio)
(1.48% Exp. Ratio)
(1.89% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.07% annual return
$11,622.62 $15,832.93 $13,971.00
Est. savings over 30 yrs +$4,210.31 +$2,348.38
As of 9/30/16
3 YR --
5 YR --
10 YR --
1 YR RETURN -3.13%
3 YR -0.50%
5 YR 2.88%
10 YR --
1 YR RETURN 9.42%
3 YR 3.18%
5 YR --
10 YR --
The investment seeks high total return with reasonable risk. The fund seeks to meet its investment objective by investing, under normal market conditions in exchange traded funds ("ETFs") that may invest in all major asset classes including, but not limited to, foreign and domestic (i) equity securities of all market capitalizations, (ii) fixed income securities of any credit quality, and (iii) cash and cash equivalents. The advisor intends to generally invest in a mix of asset classes. It may also make its cash investments directly.
The investment seeks long-term capital appreciation with a secondary emphasis on capital preservation. The fund is considered a "fund of funds" that seeks to achieve its investment objective by primarily investing in other exchange-traded funds that offer diversified exposure to global regions, countries, styles (market capitalization, value, growth, etc.) or sectors, and other exchange-traded products. It primarily invests in U.S.-listed domestic and foreign equity, fixed income, and commodity ETPs. The Sub-Advisor uses a quantitative tactical methodology to identify the ETPs believed to be participating in long-term "durable trends" within the market.
The investment seeks primarily to achieve growth of principal and as a secondary objective, to protect principal. The fund seeks to achieve its objective by investing in the securities of other investment companies (including open-end funds, exchange-traded funds ("ETFs")) and closed-end funds. The Adviser allocates the fund's assets among underlying funds that focus on tactical asset management meaning underlying funds where the investment adviser to such underlying funds has the flexibility to transition assets into and out of any sector of the market and from stocks to bonds at any time based on existing and/or foreseeable market conditions.

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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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