Rev. Date April 30, 2020

Venn currently supports daily, monthly, and quarterly (not weekly, yet) return streams depending on the feature being used, but does not support mixed frequency between funds. Daily frequency data will be rolled up into a monthly return stream when viewing them in a strategy or portfolio with monthly returns.

The portfolio or strategy defaults to the minimum overlap of all funds present in the fund. So even though a shorter window is necessary to view analysis on daily data, if the data is included with monthly return streams, a longer history will be necessary to view analysis on the super-class of funds.

This document highlights certain aspects of this feature. As an overview, it does not discuss all material facts or assumptions. Please see Important Disclosure and Disclaimer Information.

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