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Advisor Insights

Go Wide, Not Deep

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

David Blanchett

May 21, 2019

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.

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