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FFILX FormulaFolios US Equity Institutional

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Fund FFILX FormulaFolios US Equity Institutional
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Annual Fees
(1.18% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
Est. savings over 30 yrs
As of 9/30/16
3 YR --
5 YR --
10 YR --
The investment seeks to achieve long-term capital appreciation. Under normal market conditions, the fund pursues its objective by investing at least 80% of its net assets (including any borrowings for investment purposes) in equity securities of companies based in the United States. It invests primarily in equity securities (generally common and preferred stocks) of large U.S. companies. The Adviser uses a proprietary quantitative three factor model designed to select up to 50 stocks from the Russell 3000 Index.

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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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