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James Davis
James Davis

Show Your Favorite NFT To Share $10,000 In DFA!

The Funds are limited to those available at Fidelity. RiverPark Long/Short Opportunity (RLSIX, RLSFX), Carillon Reams Unconstrained Bond I (SUBFX, SUBYX), Columbia Thermostat Inst (COTZX, CTFAX), and Columbia Adaptive Risk Allocation Inst (CRAZX, CRAAX) are available at Fidelity as the second share class shown in the parenthesis. River Canyon Total Return Bond (RCTIX), Absolute Strategies Convertible Arbitrage Inst (ARBIX), and Natixis Loomis Sayles Strategic Alpha Y (LASYX) have transaction fees.

Show Your Favorite NFT To Share $10,000 in DFA!

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The metrics of the Conservative and Moderate Portfolios are compared to the Fidelity Balanced Fund (FBALX) in Table #5 and the growth of $10,000 is shown in Figure #3. Note that the Moderate Portfolio (Maximum Return at 14% Volatility) only has a standard deviation of 11% compared to 14% for FBALX, but has comparable returns. 041b061a72


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