Leverage the benefits of diversification and asset allocation through broad market exposure with a small number of ETFs. Designed for Folio Basic Plan customers.
Basic Allocation folios consist of asset allocation models based on different time frames and risk tolerances. Asset allocation is the concept of investing in various asset classes such as stocks, bonds, and international. The folios offer exposure to multiple asset classes through ETFs in order to offer the benefits of diversification while keeping costs low on the Folio Basic Plan.
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Average Annualized Returns Past performance is no guarantee of future results.