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NFGAX Newfound Risk Managed Global Sectors A

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Fund NFGAX Newfound Risk Managed Global Sectors A AOA iShares Core Aggressive Allocation CLBLX AdvisorOne CLS Global Growth N  
100% 85% 85%
Annual Fees
(2.14% Exp. Ratio)
(0.20% Exp. Ratio)
(1.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.63% annual return
$20,320.31 $36,617.62 $25,088.39
Est. savings over 30 yrs +$16,297.32 +$4,768.08
As of 9/30/16
1 YR RETURN 3.23%
3 YR --
5 YR --
10 YR --
1 YR RETURN 11.30%
3 YR 6.39%
5 YR 11.78%
10 YR --
1 YR RETURN 10.05%
3 YR 4.04%
5 YR 9.24%
10 YR 4.42%
The investment seeks long-term capital appreciation with preservation of capital as a secondary objective. The fund is comprised of primarily (i) large capitalization equity securities and/or exchange traded funds ("ETFs") that represent 10 of the primary sectors of the S&P Global 1200® Index ("S&P Global") (ii) investment grade short term fixed income securities and (iii) ETFs that invest in investment grade short-term fixed income securities. The primary sectors of the S&P Global, in which the fund may invest, are: materials, energy, financials, industrials, technology, consumer staples, utilities, health care, consumer discretionary and telecommunications.
The investment seeks to track the investment results of the S&P Target Risk Aggressive Index composed of a portfolio of underlying equity and fixed income funds intended to represent an aggressive target risk allocation strategy. The fund is a fund of funds and seeks its investment objective by investing primarily in the securities of other iShares underlying funds that themselves seek investment results corresponding to their own underlying index. The S&P Target Risk Aggressive Index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.
The investment seeks total return, consisting of capital growth and income. The fund invests primarily in ETFs, other open-end mutual funds, and closed-end funds. It invests primarily in underlying funds that invest in common stock or securities convertible into or exchangeable for common stock, including the stock of foreign issuers. It typically invests approximately 75% of its total assets in equity securities (with the allowable range set between 55-95%) and approximately 25% of its total assets to diversifying asset classes such as commodities and fixed income securities, including cash and cash equivalents (with the allowable range set between 5-45%).

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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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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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