Mutual Funds

Newfound Funds

Exchange Hours Website
9:30 - 15:59 ET www.thinknewfoundfunds.com/#strategies


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
NEWFOUND RISK MANAGED GLOBAL SECTORS A NFGAX USD 2,500 USD 2,500 Balanced N/A A Yes
RISK MANAGED GLOBAL SECTORS NFGCX USD 2,500 USD 2,500 Balanced N/A C Yes
NEWFOUND RISK MANAGED GLOBAL SECTORS I NFGIX USD 100,000 USD 100,000 Balanced N/A I Yes
NEWFOUND MULTI-ASSET INCOME FUND A NFMAX USD 2,500 USD 2,500 Balanced N/A A Yes
MULTI ASSET INCOME NFMCX USD 2,500 USD 2,500 Balanced N/A C Yes
NEWFOUND MULTI-ASSET INCOME FUND I NFMIX USD 1,000,000 USD 1,000,000 Balanced N/A I Yes
NEWFOUND RISK MANAGED U.S. SECTORS I NFDAX USD 2,500 USD 2,500 N/A N/A A Yes
RISK MANAGED US SECTORS NFDCX USD 2,500 USD 2,500 N/A N/A C Yes
NEWFOUND RISK MANAGED U.S. SECTORS I NFDIX USD 2,000 USD 2,000 N/A N/A I Yes

Notes:

  1. Advisor minimums may be lower.

Interactive Brokers Canada Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and Member - Canadian Investor Protection Fund. Know Your Advisor: View the CIRO AdvisorReport. Trading of securities and derivatives may involve a high degree of risk and investors should be prepared for the risk of losing their entire investment and losing further amounts. Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Interactive Brokers Canada Inc. is an order execution-only dealer and does not provide investment advice or recommendations regarding the purchase or sale of any securities or derivatives. Our registered office is located at 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada.


Know Your Advisor: View the CIRO AdvisorReport