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IT SEEMS THE FUNDS RARELY CHANGE IN THE GETTING STARTED PORTFOLIOS. WHY IS THAT?

April 26, 2017funds portfolios rarely STARTED

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IT SEEMS THE FUNDS RARELY CHANGE IN THE GETTING STARTED PORTFOLIOS. WHY IS THAT?

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In the Getting Started portfolios, we tolerate the possibility of less than top performance to accommodate the needs of smaller Level 3 accounts. As a result, these portfolios are less active than their level 4 equivalents. The telephone symbol () indicates a new fund recommendation.