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Manager selects a basket of securities
expected to beat the performance of
S&P 500, Bloomberg
Active Management
an index (i.e. Aggregate.). Securities (stocks, bonds, etc.) selected based upon manager’s research and expectations. Expenses are higher, due to manager research.
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• • •
Mutual Fund Management
Manager attempts to replicate the
Passive (index) Management
holdings and performance of an
index (i.e. S&P 500, Bloomberg Aggregate.). Securities (stocks, bonds, etc.) selected based upon the index. •Expenses are low, because no manager research or selection.
Mutual Funds • •
