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HHIIX Hancock Horizon Diversified Income Instl

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Fund HHIIX Hancock Horizon Diversified Income Instl
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Similarity
?
100%
Annual Fees
?
$115.46
(1.12% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.09% annual return
$17,781.87
Est. savings over 30 yrs
Return
As of 10/31/16
1 YR RETURN 2.28%
3 YR 0.12%
5 YR --
10 YR --
Description
The investment seeks to maximize current income, with a secondary goal of long-term capital appreciation. The fund seeks to maximize current income and, secondarily, achieve long-term capital appreciation, by investing in a broad range of income-producing securities, including, but not limited to, common and preferred stocks, corporate bonds, government securities, municipal bonds, real estate investment trusts ("REITs"), master limited partnerships ("MLPs"), mortgage-backed and asset-backed securities, and bank loans.

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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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