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Mannequin-Portfolio Belongings Hit Report Highs

Mannequin-Portfolio Belongings Hit Report Highs

Belongings managed by mannequin portfolios, or preset funding templates, hit one other excessive as monetary advisers more and more use them to construct investor portfolios.

Mannequin portfolios managed $4.9 trillion of cash in U.S. mutual funds and ETFs in September, up from $3.8 trillion a yr in the past, based on information agency Broadridge Monetary Options .

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