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TERIX All Terrain Opportunity Institutional

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Fund TERIX All Terrain Opportunity Institutional MASNX Litman Gregory Masters Alt Strats Inv  
100% 90%
Annual Fees
(2.22% Exp. Ratio)
(1.74% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.43% annual return
$10,482.29 $12,141.10
Est. savings over 30 yrs +$1,658.81
As of 9/30/16
1 YR RETURN 4.47%
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.68%
3 YR 3.36%
5 YR 5.25%
10 YR --
The investment seeks capital appreciation with positive returns in all market conditions. The fund will make investments that the fund's advisor believes offer a high probability of return, or, alternatively, a high degree of safety during uncertain market conditions. These investments include domestic and foreign equity securities of companies with market capitalizations over $200 million, and fixed income securities of domestic and foreign issuers of any credit quality and duration, including U.S. Treasury securities, corporate bonds and other fixed income securities. It is non-diversified.
The investment seeks to achieve long-term returns with lower risk and lower volatility than the stock market, and with relatively low correlation to stock and bond market indexes. The fund's strategy is to engage a number of established investment managers as sub-advisors to offer investors a mix of strategies that the advisor believes offer risk-return characteristics that are attractive individually and even more compelling collectively. The fund is intended to be used by investors as a source of diversification for traditional stock and bond portfolios to reduce volatility and potentially enhance returns relative to various measures of risk.

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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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