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WEIKX Weiss Alternative Balanced Risk K

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Fund WEIKX Weiss Alternative Balanced Risk K MASNX Litman Gregory Masters Alt Strats Inv  
100% 87%
Annual Fees
(2.06% Exp. Ratio)
(1.74% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.59% annual return
$11,518.81 $12,703.04
Est. savings over 30 yrs +$1,184.22
As of 12/31/16
1 YR RETURN 4.47%
3 YR --
5 YR --
10 YR --
1 YR RETURN 6.67%
3 YR 2.97%
5 YR 4.80%
10 YR --
The investment seeks to provide returns with moderate volatility and reduced correlation to the overall performance of bond and equity markets. The fund employs a balanced risk allocation strategy by investing in (1) a "long-only" portfolio of equity securities (the "equity component"), (2) a "long-only" portfolio of debt securities (i.e. the "bond component"), and (3) a diversified, multi-strategy "long/short" portfolio that will include equity securities, debt securities, and/or derivatives (the "long/short component").
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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