Ibbotson Growth ETF Asset Allocation II
Financial Investors Variable Insur Tr1290 Broadway, Suite 1100Denver, CO 80203
Map
Phone: 202-942-8090
| Category: | Large Blend | | Fund Family: | ALPS | | Net Assets: | 60.69M | | Year-to-Date Return: | -1.17% | | Yield: | 0.65% | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Apr-2007 |
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Peng Chen
Lead Manager since
30-Apr-2007 | | | Chen is managing director and chief investment officer at Ibbotson. He joined Ibbotson in 1997.
Chen holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation.
The fund typically invests 20% of assets in underlying ETFs that invest primarily in fixed-income securities and money market instruments and approximately 80% of assets in underlying ETFs that invest primarily in equity securities of large, medium and small sized companies, and may include other investments such as commodities and commodity futures. It is nondiversified. |
| Last Dividend
(18-Dec-09):
| 0.06 | | Last Cap Gain
(18-Dec-09):
| 0.00 | | Annual Holdings Turnover
(18-Mar-10):
| 27.00% | | Average for Category:
| 79.86% |
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| Expense | GETFX | Category
Avg | | Total Expense Ratio: | 0.73%
| 1.11% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.26% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$ 431 | $77 | | 5 Yr Expense Projection*: |
$ 792 | $132 | | 10 Yr Expense Projection*: |
$ 1,809 | $243 |
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0.35% Nasdaq 
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