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SFM Low-Cost Portfolios

As of September 30, 2020Max Drawdown (5 yr)Dividend Yield3-Month Return1-Year Return3-Year Avg. Annual ReturnAnnual Portfolio CostStrategy Summary
Conservative LC Growth
27%
2.5%
4.2%4.8%7.0%0.3%More Info
Conservative LC Income28%3.1%4.4%2.0%6.5%0.3%More Info
Moderate LC Growth26%1.7%8.5%16.8%12.9%0.2%More Info
Moderate LC Income25%2.9%5.5%3.7%7.6%0.2%More Info
Aggressive LC Growth28%1.3%9.6%19.7%14.5%0.2%More Info
Aggressive LC Income26%2.7%6.0%3.9%8.2%0.2%More Info


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