How often is the investment data updated?

Fi360 updates investment data on a monthly basis. This update occurs on the evening of the 6th business day of each month. This update includes available Fi360 Fiduciary Scores®, returns, expenses, and other metrics.

Please note that separate account data is updated on the same schedule, but with a time delay of one month as most of these investments report to Morningstar® on a more delayed schedule than the other investment.

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