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ETCMX Eventide Multi-Asset Income C

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Fund ETCMX Eventide Multi-Asset Income C ETNMX Eventide Multi-Asset Income N  
Similarity
?
100% 100%
Annual Fees
?
$205.36
(1.97% Exp. Ratio)
$121.97
(1.17% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$19,166.36 $24,458.70
Est. savings over 30 yrs +$5,292.34
Return
As of 11/30/16
1 YR RETURN 7.70%
3 YR --
5 YR --
10 YR --
1 YR RETURN 8.51%
3 YR --
5 YR --
10 YR --
Description
The investment seeks current income while maintaining the potential for capital appreciation. The fund has significant flexibility to achieve its investment objective by primarily investing in a broad universe of income-producing securities. These securities include debt and equity securities of companies in the U.S. and other markets around the world, including emerging markets. Its investments in foreign securities may be made, either directly or through American Depository Receipts, without limitation. The fund may invest up to 15% of its net assets in companies whose securities may have legal or contractual restrictions on resale or are otherwise illiquid.
The investment seeks current income while maintaining the potential for capital appreciation. The fund has significant flexibility to achieve its investment objective by primarily investing in a broad universe of income-producing securities. These securities include debt and equity securities of companies in the U.S. and other markets around the world, including emerging markets. Its investments in foreign securities may be made, either directly or through American Depository Receipts, without limitation. The fund may invest up to 15% of its net assets in companies whose securities may have legal or contractual restrictions on resale or are otherwise illiquid.

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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.

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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