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Advisor Insights

Go Wide, Not Deep

Key to a good retirement plan menu is quality, not the number of funds.

By David Blanchett and Dan Bruns

How would you feel if you had to build a portfolio using only four or five funds? Probably not very happy. Sure, it’s possible for an investor to build diversified, high-quality portfolios using a few building blocks, especially if those blocks are themselves diversified and high quality, but advisors tend to build well-diversified portfolios using lots of funds.