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Overview | Build Your Profile | Asset Mix | Fund Preferences | Model Portfolio | Diversification | Next Steps
Diversification
Using a quantitative methodology, this tool allows you to look through to the underlying holdings in each mutual fund to determine the breakdown of the model portfolio by asset allocation, industry sector, and foreign vs. domestic exposure.
Diversification/Pie Charts graphic

Overview | Build Your Profile | Asset Mix | Fund Preferences | Model Portfolio | Diversification | Next Steps
 

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