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SFM Low-Cost Portfolios

As of December 31, 2020Max Drawdown (5 yr)Dividend Yield3-Month Return1-Year Return3-Year Avg. Annual ReturnAnnual Portfolio CostStrategy Summary
Conservative LC Growth
-20.6%
2.2%
5.4%2.4%6.2%0.3%More Info
Conservative LC Income-22.7%2.3%5.2%0.6%4.4%0.3%More Info
Moderate LC Growth-22.4%1.4%7.1%13.1%9.2%0.2%More Info
Moderate LC Income-26.3%2.4%6.6%1.7%5.1%0.2%More Info
Aggressive LC Growth-24.3%1.1%7.7%14.3%10.4%0.1%More Info
Aggressive LC Income-28.1%2.4%7.5%6.9%9.1%0.2%More Info


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