Magazine

Table: How Folios Work


WHAT ARE FOLIOS?

Baskets of up to 50 stocks that investors can buy and customize.

WHERE ARE THEY SOLD?

Foliofn first sold them directly to do-it-yourself investors. Now, they're sold through investment advisers, money managers, and mutual-fund companies.

WHAT'S THE ADVANTAGE OVER A MUTUAL FUND?

A folio is a basket of stocks that fund managers can create readily. Investors own the individual stocks directly, so they can manage the holdings to minimize taxes.

Data: BusinessWeek


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