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Step 3: Compare Your Returns for Each Asset Class to the Benchmark Returns

Step 3: Compare Your Returns for Each Asset Class to the Benchmark Returns

Asset Class Actual Benchmarks Difference
Stock mutual funds
2.0% 2.5% –0.5%
Bond mutual funds 1.2% 1.2% 0.0%
Cash 0.5% 0.5% 0.0%

 



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