The Fi360 Fiduciary Score® requires that an investment have a three (3) year track history before receiving an Fi360 Fiduciary Score®. If the fund does not have a track history, it will not receive a score. The track history of individual share classes may be based on extended performance data of the funds parent share class (effective December 31, 2010).
Separate Accounts and Variable Annuities do not receive an Fi360 Fiduciary Score®. They pass through a similar screen but will not receive a numeric Fiduciary Score.
In addition, the one-, two-, three-, five-, or ten-year label on the Fi360 Fiduciary Score® Average is an indicator of the length of time Fi360 has been calculating the Fi360 Fiduciary Score®. It is not an indicator of the investments overall history.