jazz Long-Term Moderate ETF Fund

Objective:
The Long-Term Moderate portfolio was developed for investors seeking moderate long-term capital growth with higher volatility, while having a long-term goal (more than 10 years from now).
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The fancy words:
The Long-Term Moderate portfolio consists of ETF's selected to provide a diversified asset allocation for the designated risk tolerance and time frame.
Asset allocation is a diversification strategy to better enable risk management. In general, a portfolio that holds different asset classes—such as bonds, domestic, and international stocks—can help reduce the volatility of returns, since asset classes tend not to move in tandem.

• Performance
• Details

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Last Updated: May 18, 2018
Inception Date: August 24, 2012
​Date Funded: September 19, 2012**

---	Fund	S&P 500
1 Mo.	-0.06%	0.36%
3 Mo.	1.88%	-0.21%
YTD	0.65%	2.24%
1 Year	11.74%	16.94%
3 Year*	5.68%	10.70%
5 Year*	5.79%	12.53%
1 yr. Volatility	8.49%	12.25%

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How this portfolio was created.

1. We gather data examining multiple exchange-traded funds (ETF's) according to their market capitalization, the diversity of the fund’s holdings, volatility, and expense ratios; along with quarterly, annual, and lifetime returns.
2. We apply a capital asset theory model in order to achieve broad asset allocation and diversification.
3. We weight each ETF in the folio based on the risk factor and time horizon targeted for the portfolio.  

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Number of Securities. There are generally 10 securities in this portfolio
Update Frequency: Quarterly.

If the characteristics of the portfolio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a portfolio has been updated that you place orders to update your holdings.

Past performance is no guarantee of future results.
See how returns are calculated

* Three year and five year returns are annualized.
** Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.For information on how the performance is calculated click here. For information on why your performance may differ from the performance posted click here.

Portfolios are managed by jazzWealth and Folio Institutional. Folio Institutional is a FINRA registered broker-dealer, CRD #48015, SEC #52009. jazzWealth and Folio Institutional are unaffiliated entities. ​Performance metrics prior to inception (4/18/2016) of jazzWealth are solely those of Folio Institutional.