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UBVFX Undiscovered Mgrs Behavioral Value R6

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Fund UBVFX Undiscovered Mgrs Behavioral Value R6 XSLV PowerShares S&P SmallCap Low Volatil ETF  
100% 88%
Annual Fees
(1.01% Exp. Ratio)
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$38,417.37 $48,325.36
Est. savings over 30 yrs +$9,907.98
As of 9/30/16
1 YR RETURN 17.80%
3 YR 10.62%
5 YR 20.74%
10 YR 9.37%
1 YR RETURN 22.42%
3 YR 12.95%
5 YR --
10 YR --
The investment seeks capital appreciation. The fund seeks to achieve its objective by investing primarily in common stocks of U.S. companies that the fund's sub-adviser believes have value characteristics. Such common stocks include stocks of small capitalization companies, similar to those that are included in the Russell 2000 Value Index and real estate investment trusts (REITs). In selecting stocks for the fund, the sub-adviser applies principles based on behavioral finance.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P SmallCap 600® Low Volatility Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. Strictly in accordance with its procedures and mandated guidelines, S&P DJI selects for inclusion in the underlying index the 120 securities that it has determined have the lowest volatility over the past 12 months out of the 600 small capitalization range securities that are contained in the S&P SmallCap 600® Index. It 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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