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PMPT iSectors® Post-MPT Growth ETF

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Fund PMPT iSectors® Post-MPT Growth ETF
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Similarity
?
100%
Annual Fees
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$161.59
(1.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$21,814.91
Est. savings over 30 yrs
Return
As of 12/31/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
Description
The investment seeks growth of capital, with a secondary emphasis on capital preservation, independent of individual market conditions. The fund is a "fund of funds" that seeks to achieve its investment objective by using an objective and quantitative algorithm based on Post-Modern Portfolio Theory to allocate assets across various asset classes and/or sectors of the U.S. securities markets. While the fund may invest directly in equity or fixed income securities, the Sub-Adviser will generally implement its strategy by investing in ETFs, including, without limitation, leveraged ETFs, to gain exposure to the foregoing asset classes.

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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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