Project #60098 - funds description

·      , describe the funds you selected(which are FXH – Multi-Cap Blend Healthcare ETF ROOF – Small-Cap Real Estate ETF, PSCT -- Small-Cap/Micro Cap IT ETF, SCHG – Large-Cap Growth ETF, LWC – Long-Term Corporate Bond ETF

 

, about ½ page overview with the most important things will suffice. So if you decided on 4 funds, I would expect about 2 pages on this part. Make sure to explain what the fund is about (and how it invests), it’s fees, performance, Morningstar rating (for mutual funds) and anything else that you think is important to convey to a potential investor who doesn’t know anything about the fund.

dhfThese are the funds we selected 

Order

Symbol

Description

Action

Qty

Type

46790980

SCHG

SCHWAB US LARGE CAP GROWTH

Buy

55

Market

46790984

FXH

FIRST TRUST HEALTH CARE ALPHADEX FUND

Buy

31

Market

46790985

ROOF

IQ US REAL ESTATE SMALL CAP

Buy

71

Market

46790989

PSCT

POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO

Buy

38

Market

46791046

LWC

SPDR BARCLAYS LONG TERM CORPORATE BOND

Buy

25

Market

 

 

 

 

 

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Due By (Pacific Time) 03/01/2015 06:00 am
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