Epiphany FFV Strategic Income Fund

Scorecard
1 / 5 Stars
Lipper
1 1 4 1 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
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TheStreet.com
C (Hold)

U.S. News evaluated 280 Intermediate-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 1.04 percent over the past year, and 3.16 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 1.9%
1 Year 1.0%
3 Years (Annualized) 3.2%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks income. The fund seeks to achieve its investment objective through investment in any income-producing securities issued by companies that pass the FFV Scorecard ®, a proprietary screening methodology developed by Trinity Fiduciary Partners, LLC. Income-producing securities may include corporate bonds, preferred stocks, convertible stocks and investment companies (including open-end funds or exchange traded funds) that may invest in income-producing securities, or in the case of exchange traded funds, track a fixed income index. The fund may also invest in inverse ETFs for hedging purposes.

Fees

Fees are Above Average compared to funds in the same category.
Epiphany FFV Strategic Income Fund has an expense ratio of 1.25 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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