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401k PRISM Report Card -
Fill in the requested information below as follows:
Enter complete mutual fund name or ticker symbol. Mutual fund name is not required if using ticker symbol.
Enter dollars invested for each fund. Part 2 is optional but will provide additional weighted evaluations.
Mutual Fund Name
16) 17) 18) 19) 20) 21) 22) 23) 24) 25) 26) 27) 28) 29) 30) 31) 32) 33) 34) 35) 401k PRISM Report Card Price:
401k PRISM Report Card Price:
Delivery Method: 3 Secure Online Form
General Information: * required