Investments without an Fi360 Fiduciary Score®

One of the factors in the Fi360 Fiduciary Score® requires that an investment have a three year track history before receiving a Fi360 Fiduciary Score. If the fund does not have a track history, then a Score will not be provided. The track history of individual share classes may be based on extended performance data of funds parent share class (effective December 31, 2010). 

In addition, the 1, 3, 5, or 10 year label on the Fi360 Fiduciary Score Average is an indicator of the length of time fi360 has been calculating the Fi360 Fiduciary Score and not an indicator of the length of history of the investment.

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