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SFM Low-Cost Portfolios

SFM Portfolio
(as of 6/30/2020)
Max Drawdown (5 yr)Dividend Yield3-Month Return1-Year Return3-Year Avg. Annual ReturnAnnual Portfolio CostStrategy Summary
Conservative LC Growth
27%
2.9%
8.7%-3.0%4.1%0.3%More Info
Conservative LC Income28%3.3%9.5%-5.3%2.7%0.3%More Info
Moderate LC Growth26%1.9%11.8%2.6%7.6%0.2%More Info
Moderate LC Income25%2.9%9.3%-1.0%4.7%0.3%More Info
Aggressive LC Growth28%2.0%12.2%2.7%8.5%0.2%More Info
Aggressive LC Income26%2.7%8.9%-2.2%4.7%0.2%More Info


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