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* AR: Annualized Return
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
The plan consists of 12 funds. It covers 4 major asset classes and 11 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and REITs.
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