Another way to help plan participants understand the portfolio options available to them is with the Investment Guide (Form 8936) and Investment Portfolio Summary (Form 3610).
The Portfolio Guide is an expanded, multi-page version of the Portfolio Options Style Box Fund Chart with color-coding the same as the Portfolio Options Style Box Fund Chart for simplicity in matching portfolio options to the suggested model portfolios. The Portfolio Guide also includes certain facts about each of the 80 plus portfolio options.
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