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Many wealthy individuals follow a core set of investment strategies that help them protect and build their assets over time.
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Risk is Below Average compared to funds in the same category according to Morningstar. Volitility measures reflect the uncertainty or risk of change in a security's value. These statistics are ...
The fund has returned 5.21 percent over the past year, 5.61 percent over the past three years, -0.33 percent over the past five years, and 3.20 percent over the past decade.