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Tour 3

You can create your own "fund of funds" and customize the criteria used to create it.

  • 1Click on the Create a Fund Group button to begin creating your own groups.
  • 2Select which funds you want to combine from the table.
  • 3Filter for specific industry sectors and company size.
  • 4Give your fund group a name and description.
  • 5Click on the Create My Fund Group button at the bottom of the page to create and save your group.
  • 6Access groups you've created by clicking on the Your Custom Groups tab.
 
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