Investment Analysis Report - Free Visio Template

A year to date summary of the funds in the account covering account balances and performance, and comparing it to S&P 500 returns. Allowing you to visually show where each fund lies on a risk vs. return axis while at the same time showing the asset allocation in each fund, this is represented by the relative size of the purple background shape for each fund.
From: www.shapesource.com
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