Notes: FoundationIQ licenses the FoundationMark performance estimates and Star Ratings. These performance estimates are based on approximations of investment returns as calculated using publicly available data. No representations are made as to the accuracy of such estimates. Actual performance may be materially different
Foundations may have different fiscal years so direct comparisons may not be possible.
Factors such as large cash flows or significant non-investable assets can affect performance estimates. In certain cases, FoundationIQ (in conjunction with FoundationMark) may choose not to estimate returns.