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SmartMix Funds

docs.retirementpartner.com

some capital appreciation and dividends. This Fund has the lowest expected risk and return potential of the three SmartMix Funds, with a target allocation of 65% to bonds and cash and 35% to stocks and real estate. Moderate Fund The Moderate Fund seeks moderate growth from capital appreciation, dividends and interest income.

  Capital, Fund, Appreciation, Smartmix funds, Smartmix, Capital appreciation

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