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SFM Low-Cost Portfolios

As of Sept. 30, 2021Max DrawdownDividend Yield3-Month Return1-Year Return3-Year Avg. Annual ReturnAnnual Portfolio CostStrategy Summary
Conservative LC Growth
-19.5%
1.9%
0.5%12.2%7.3%0.2%More Info
Conservative LC Income-21.5%2.5%0.5%12.3%7.6%0.2%More Info
Moderate LC Growth-24.0%1.5%0.6%17.0%12.6%0.1%More Info
Moderate LC Income-24.9%2.6%0.7%18.7%10.2%0.2%More Info
Aggressive LC Growth-26.2%1.4%0.8%19.1%13.2%0.1%More Info
Aggressive LC Income-27.1%2.4%0.7%20.9%10.9%0.1%More Info


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