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For over 20 years, our renowned SPIVA research has measured actively managed funds against their index benchmarks worldwide.
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The S&P Balanced Equity and Bond Index - Growth is designed to allocate a 75% weight in core equity (S&P 500 TR) and a 25% weight in fixed income (S&P U.S. Treasury Bond 7-10 Year Index) to provide a regularly rebalanced multi-asset measure for growth risk/reward profiles.
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