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JRSIX INTECH US Mgd Volatility I

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Fund JRSIX INTECH US Mgd Volatility I MMTM SPDR® S&P 1500 Momentum Tilt ETF SIZE iShares Edge MSCI USA Size Factor  
100% 90% 91%
Annual Fees
(0.71% Exp. Ratio)
(0.12% Exp. Ratio)
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$42,872.20 $51,211.37 $50,751.92
Est. savings over 30 yrs +$8,339.18 +$7,879.72
As of 9/30/16
1 YR RETURN 11.22%
3 YR 10.37%
5 YR 16.58%
10 YR 6.46%
1 YR RETURN 13.78%
3 YR 10.77%
5 YR --
10 YR --
1 YR RETURN 15.07%
3 YR 11.31%
5 YR --
10 YR --
The investment seeks long-term growth of capital. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in U.S. common stocks from the universe of the Russell 1000® Index, utilizing INTECH's mathematical investment process, applying a managed volatility approach. The Russell 1000® Index is an unmanaged index that measures the performance of the large-cap segment of the U.S. equity universe. The fund pursues its investment objective by applying a mathematical investment process to construct an investment portfolio from the universe of stocks within the named benchmark index.
The investment seeks investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 1500 Positive Momentum Tilt Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index applies an alternative weighting methodology to the S&P Composite 1500 Index so that stocks with relatively high momentum are overweight relative to the S&P Composite 1500 Index and stocks with relatively low momentum are underweight. The fund is non-diversified.
The investment seeks to track the investment results of the MSCI USA Risk Weighted Index composed of U.S. large- and mid-capitalization stocks with relatively smaller average market capitalization. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is based on a traditional market capitalization-weighted parent index, the MSCI USA Index (the "parent index"). The parent index includes U.S. large- and mid- capitalization stocks.

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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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