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LMRIX 1919 Financial Services I

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Fund LMRIX 1919 Financial Services I KBWP PowerShares KBW Prpty & Casualty Ins ETF  
100% 89%
Annual Fees
(1.05% Exp. Ratio)
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.76% annual return
$39,131.25 $48,346.93
Est. savings over 30 yrs +$9,215.68
As of 9/30/16
1 YR RETURN 10.51%
3 YR 10.32%
5 YR 18.43%
10 YR 5.61%
1 YR RETURN 12.86%
3 YR 13.70%
5 YR 20.36%
10 YR --
The investment seeks long-term capital appreciation by investing primarily in common stocks. The fund normally invests at least 80% of its net assets in equity securities of issuers in the financial services industry that the Adviser believes are undervalued and thus may offer above-average potential for capital appreciation. It may invest its assets in securities of foreign financial services companies. The fund may invest in fixed income securities, including high yield securities or "junk bonds". It may invest in shares of open-end mutual funds or unit investment ETFs. The fund is non-diversified.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the KBW Nasdaq Property & Casualty Index (the "underlying index"). The fund generally invests at least 90% of its total assets in the securities of property and casualty insurance companies that comprise the underlying index. It generally invests in all of the securities comprising the underlying index in proportion to their weightings in the underlying index. The fund is non-diversified.

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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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