Changes are coming to the Socially Responsible Investment (SRI) Balanced Fund
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Socially Responsible Investments Changing
Changes are coming to the Socially Responsible Investment (SRI) Balanced Fund for those with an investment account in DCP, Plan 3 or JRA.
In April 2024, the SRI changes from a balanced fund ? invested in both stocks and bonds ? to a new SRI that solely invests in stocks. This represents higher potential long-term return but also more risk, more volatility and less protection in down markets.
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