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Wooden Investments
Focused Mutual Fund Portfolio
This portfolio is designed for our fee-based clients with $25,000 or greater in investable assets who want to achieve diversification using mutual funds.
5 different portfolio allocations to choose from based on your risk assessment
8 different mutual funds
Multiple Fund Families (7) for increased diversification
Different market capitalizations
Combination of both domestic and international funds
Equity mutual funds each have less than 125 holdings, which gives the fund manager the ability to make necessary moves*
*based on number of holdings from Lipper
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