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Portfolio Planner
 


The Portfolio Planner is designed to help you invest in mutual funds with ease and confidence. It's very easy to navigate and will help you build an optimal portfolio for your unique investment needs.

So go ahead and select either the Guided or the Do It Yourself version and then click on Letís Begin to start investing with the Portfolio Planner!

Guided
 

Choose the Guided version of the Portfolio Planner if you would like us to walk you step-by-step through the process of building your portfolio.

Do It Yourself
 

Choose this option if you're already familiar with the Portfolio Planner, or if you simply want to go it alone.

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