Asset class

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A group of securities that behave similarly in the market. The three main asset classes are equities (stocks), fixed income (bonds), and cash equivalents. Diversifying across asset classes can help manage risk.

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Annualized return

Annualized return

Asset class

Award price

Active Management

Asset Class

After-tax (dollars/contributions)

Alternative Minimum Tax (AMT)

Annual contribution limits

Asset allocation

Asset allocation

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