FIC Core Portfolio Performance – As of end of Q3 2017

By | September 30, 2017
  FIC Core Portfolio S&P 500 Total Return
2017 YTD 15.83%1 14.24%2
Trailing 12-months 34.80% 18.61%
  1. FIC Core Portfolio is not a tax-exempt account however, the return posted here is before considering tax liability generated by any investment activities. Returns reported here are all time weighted returns, therefore is not reflecting effect of deposits and withdraws on total dollar profits
  2. S&P 500 Total Return is FIC Core Portfolio’s benchmark. The return can be found at: http://performance.morningstar.com/funds/etf/total-returns.action?t=spy

Note: Past performance is not an indicator for future performance. There is no guaranty that such performance will be achieved in future.

 FIC Core Portfolio Cash as % of Total NAV
As of 9/29/2017 5.41%
As of 6/30/2017 3.59%

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