The criteria used to select and monitor investment options are as follows:
The fi360 Fiduciary Score is a quantitative evaluation of how well a fund meets a minimum set of due diligence criteria defined by fi360 to reflect prudent fiduciary management. The fi360 Fiduciary Score Quarter is calculated on a quarterly basis for every mutual fund and ETF with at least 3 years of history using the criteria above. Each fund's specific share class is evaluated against the thresholds and point system identified in the fi360 Fiduciary Score Average, also calculated on a quarterly basis, is a three year rolling average of a fund's quarterly Scores. If the fund does not have three years worth of Scores, all available historical quarterly Scores are used to calculate the Average Score.
Fergerson Financial Office 916.941.1535 Cell 916.221.0880 Email: firstname.lastname@example.org 899 Embarcadero Drive, Suite 2, El Dorado Hills, CA. 95762