Theoretical Value of $1000 Investment1
iSectors P-MPT Growth Allocation
1IMPORTANT: Risk and Return results for the iSectors Post-MPT Growth Allocation were determined by the retroactive application of the model for the period from January 1, 1999 through January 31, 2005. These results assume the reinvestment of all dividends and are net of current maximum annual investment management, platform, custody and trading fees of 0.60%, based upon an initial investment at the recommended minimum of $100,000 and utilizing custodians that charge a $150 flat annual fee.
Results for Post-MPT Growth for the period 1/31/2005 - 12/31/2008 represent actual returns of a composite of all portfolios managed according to the Post-MPT Growth model, assume the reinvestment of dividends, and are net of current maximum annual investment management, platform, custody and trading fees of 0.60%, based upon an initial investment at the recommended minimum of $100,000 and utilizing custodians that charge a $150 flat annual fee.
Past performance may not be indicative of future results. All performance results posted above do not include the impact of taxes. Historical performance results for investment indices (including the S&P 500) and/or categories have been provided for general comparison purposes only. The indices reflect the reinvestment of dividends and income and do not reflect deductions for fees, expenses or taxes. The indices are unmanaged and are not available for direct investment. For a more detailed performance disclaimer, click here.
Theoretical Value of $1000 Investment2
iSectors P-MPT Moderate Allocation
2IMPORTANT: Risk and Return results for the iSectors Post-MPT Moderate Allocation were determined by the retroactive application of the model for the period from January 1, 1999 through February 29, 2008. These results assume the reinvestment of all dividends and are net of current maximum annual investment management, platform, custody and trading fees of 0.60%, based upon an initial investment at the recommended minimum of $100,000 and utilizing custodians that charge a $150 flat annual fee.
Results for Post-MPT Moderate Allocation for the period 2/29/2008 - 12/31/2008 represent actual returns of a composite of all portfolios managed under the Post-MPT Moderate model, assumes the reinvestment of dividends, and are net of current maximum annual investment management, platform, custody and trading fees of 0.60%, based upon an initial investment at the recommended minimum of $100,000 and utilizing custodians that charge a $150 flat annual fee.
Past performance may not be indicative of future results. All performance results posted above do not include the impact of taxes. Historical performance results for investment indices (including the S&P 500) and/or categories have been provided for general comparison purposes only. The indices reflect the reinvestment of dividends and income and do not reflect deductions for fees, expenses or taxes. The indices are unmanaged and are not available for direct investment. For a more detailed performance disclaimer, click here.
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