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To determine the median oa list onumbers, you would
Investment Objectives
Specific financial goals and criteria determined by the investor that guide investment decisions and strategies.
Asset Allocation
The strategic distribution of investment across various asset classes such as stocks, bonds, and real estate to optimize risk and return.
Active Management
Attempts to achieve portfolio returns more than commensurate with risk, either by forecasting broad market trends or by identifying mispriced sectors of a market or particular securities.
Target-date Funds
Mutual funds that automatically adjust their asset mix towards more conservative investments as the target date (usually retirement) approaches.
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