GoalPath Fi360 Quarterly Review

GoalPath Fi360 CIT and Model

Introduction

 
GoalPath Fi360 CIT and Model

Support Package Tutorial

 

GoalPath Fi360 CITs – Index Series. 2023-Q1

Quarterly investment analysis & reporting

GoalPath Fi360 CITs. 2023-Q1

Quarterly investment analysis & reporting

Target Data Series Comparison (Active). 2023-Q1

March 31, 2023

Target Data Series Comparison (Passive). 2023-Q1

March 31, 2023

Fi360 Fund Documents

GoalPath Fi360 Portfolios: Matrix CIF

GoalPath Fi360 Portfolios: Target Date Retirement CITs

GoalPath Fi360 Fund Overview

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GoalPath Fi360 CIT and Model Review, Q4 2022

Recorded March 29, 2023 | Webinar replay presented by Vern Cushenbery, Chief Investment Officer