Savings Plus Investment Options and Reporting Quiz

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LuckyChalcedony6007
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5 Questions

Which type of funds does Savings Plus primarily use now?

Separate accounts

What is the purpose of Fact sheets in Savings Plus?

To provide information about the top ten holdings

What is the main goal of actively-managed funds?

To out-perform the benchmark for that type of fund

What is the main goal of passively-managed funds?

To mimic an industry-standard benchmark

What type of funds are Target Date Funds in Savings Plus?

Savings Plus Core Investment funds

Test your knowledge on Savings Plus investment options and reporting with this quiz. Explore the transition from publicly-traded mutual funds to separate accounts, the role of fact sheets and top ten holdings, and the concept of actively-managed funds. Put your investment expertise to the test and enhance your understanding of Savings Plus.

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