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NFGCX Newfound Risk Managed Global Sectors C

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Fund NFGCX Newfound Risk Managed Global Sectors C VASGX Vanguard LifeStrategy Growth Inv AOA iShares Core Aggressive Allocation  
100% 85% 86%
Annual Fees
(2.89% Exp. Ratio)
(0.15% Exp. Ratio)
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.71% annual return
$16,510.59 $38,043.98 $36,917.39
Est. savings over 30 yrs +$21,533.39 +$20,406.80
As of 12/31/16
1 YR RETURN 4.47%
3 YR --
5 YR --
10 YR --
1 YR RETURN 8.33%
3 YR 4.69%
5 YR 9.73%
10 YR 4.65%
1 YR RETURN 7.63%
3 YR 4.15%
5 YR 9.75%
10 YR --
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 capital appreciation and some current income. The fund invests in other Vanguard mutual funds according to a fixed formula that reflects an allocation of approximately 80% of the fund's assets to common stocks and 20% to bonds. Its indirect bond holdings are a diversified mix of short-, intermediate-, and long-term U.S. government, U.S. agency, and investment-grade U.S. corporate bonds; mortgage-backed and asset-backed securities; and government, agency, corporate, and securitized investment-grade foreign bonds issued in currencies other than the U.S. dollar (but hedged by Vanguard to minimize foreign currency exposure).
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.

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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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