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NFMCX Newfound Multi-Asset Income C

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Fund NFMCX Newfound Multi-Asset Income C
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Annual Fees
(2.67% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.13% annual return
Est. savings over 30 yrs
As of 12/31/16
1 YR RETURN 4.37%
3 YR --
5 YR --
10 YR --
The investment seeks income with capital appreciation as a secondary objective. The fund seeks to achieve its investment objective by investing in exchange traded funds that invest in foreign (including emerging market) and domestic (i) equity securities of any market capitalization (including common stock, preferred stock, real estate investment trusts and master limited partnerships, (ii) fixed income securities of any credit quality, duration or maturity (including corporate bonds, high-yield bonds (also known as "junk bonds"), convertible bonds, treasuries and emerging market bonds) and (iii) other income producing securities (including 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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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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