• Summary

• Category

  Type of fund

• Asset Class

  Focus of this fund

• Fund Type

  Structure of this fund

• Ticker Symbol

  How to identify this fund

• Fund Website

  Open Fund Website

  Information published by fund manager

• Fund Minimum

  Minimum investment without using an advisor

• Treeview Minimum

  Minimum investment as a Treeview Capital client

• Fund Performance

  Open Fund Website

  Information published by fund manager

• Next Redemption Date

  Approximate date when fund can next be sold

• Fund Expense Fees

  Annual fund expenses without using an advisor

• Discounted Expense Fees

  Annual fund expenses as a Treeview Capital client
  

• Investor Level

  Minimum required investor sophistication

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