Robo Report® Data

  1. AUM Statistics
  2. Total Portfolio Returns
  3. Equity & Fixed Income Returns
  4. Fees, Minimums, & Allocations
  5. Risk/ Return Statistics
  6. International Allocations
  7. Normalized Benchmark
  8. Disclosures

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Fees, Minimums, & Allocations (Last Updated: 06/30/2022)

Produced by The Robo Report

Current allocations as of 06/30/2022. Due to rounding, may not add to 100%.

Weighted average expense ratio calculations exclude cash holdings from the portfolio.