Fi360 updates data on a monthly basis. Every attempt is made to update open-end mutual fund and exchange-traded fund, variable annuity, and group retirement plan annuity information between the 8th and 11th business day of the month. This release 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 period delay of one month.