Model Performance
A traditional balanced indexed strategy returned 4.67%, whereas a diversified balanced index strategy returned 8.83% for ten years ending 12/31/11.*
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*The Traditional Balanced Strategy and the Diversified Balanced Strategy data are aggregate index returns for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanged and one cannot invest directly in an index. Past performance does not guarantee future results. There is no guarantee that diversification will produce a higher return.
