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| 1 Year | 5 Year | 5 Year Annualized | Since IPO | |
|---|---|---|---|---|
| BFZ | +5.08% | -0.25% | -0.05% | +194% |
| S&P | +13.95% | +78.35% | +12.25% | +475% |
Portfolio is actively managed to diversify exposure to various sectors, issuers, revenue sources and security types.
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