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Historical Data Disclosures - All Data and Downloads

 

Examples show $1 million invested shown net of 1.25% advisory fee billed at .3125% quarterly. Portfolio income and capital gains reinvested.

Taxes paid out-of-pocket. Semi-annual rebalancing. Time-weighted model data compiled from Morningstar, Inc. Past performance is no guarantee of future results.

It is not possible to invest directly in a benchmark or a model. Holdings and results may vary. Data subject to change. All data viewed and/or downloaded is incomplete without complete disclosures. Model Summary or Snapshot reports are shown before fees and with their own disclosures. The tables shown are hypothetical illustrations based upon historical data for current holdings over the time periods shown. Data are not GIPS compliant. Not an offer to buy/sell any securities and not a financial planning engagement.

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Please click below for additional disclosure information related to FIDERE portfolio advisory services and benchmark methodologies.

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Portfolio Advisory |  Benchmark Summary  |  Equity Benchmark Summary |  Fixed Income Benchmark Summary

 

  

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This website is for information purposes only. FIDERE is a state-registered investment advisor in the state of Minnesota (MN) and transacts business or renders personalized investment advice in those states and international jurisdictions where we are registered or where an exemption or exclusion from registration exists. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from information posted on this website, or any linked website.

 

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