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Growth Bucket
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Name *
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Growth Bucket *
Cash
Fixed Income
Equity — Accum. Core
Equity — Distributing
Hedge Funds
Private Equity
Real Estate
Determines which growth rate is applied in projections.
Allocation Target & Band
(optional)
Target %
Low band %
High band %
Leave blank if this category has no rebalancing target.
Include in liquid portfolio benchmark tracking
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