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Provide your clients with the latest fund fact sheets, holding information, performance metrics and more. Please note, some information is accessible only by financial advisors, and you may be required to provide a valid email address to download.

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Recommended Perspectives


Keep Calm and Remain Diversified

 
A short- and long-term review of the power of diversification.
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The Case for International Small-Cap

 
International small-cap stocks are often under-utilized in a portfolio. An allocation may offer investors the potential to generate higher absolute and risk-adjusted returns.
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Equity Style Analysis: Growth vs. Value

 
Recent Equity growth style outperformance may be testing the resolve many investors have to remain diversified. Although it is nearly impossible to predict when and to what extent these performance and valuation trends will reverse themselves, historically they have. Rather than try to predict future trends, investors should consider remaining diversified over the long term.
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