Sentences with phrase «fund allocation option»

Under the Dynamic Fund Allocation option, the funds are initially maintained in Growth Super Fund and gradually transferred to Secure Fund towards policy maturity.

The premium net of charges is invested as per the Dynamic Fund Allocation option.

There is a Dynamic Fund Allocation option, under which the funds are initially maintained in Growth Super Fund and gradually transferred to Secure Fund towards policy maturity.

The policyholder can manage the investments himself or opt for STP or Dynamic Fund Allocation option

Under the Dynamic Fund Allocation option, the premium is invested initially in the Growth Super Fund and thereafter, as the plan approaches maturity, the funds are transferred to the Secure Fund to prevent the fund against market volatility.

For example, majority of child insurance plans come with systematic transfer plan and dynamic fund allocation options.

Not exact matches

Ruedi recommended the Vanguard Total Stock Market (VTSMX) Index Fund for boomers» equity allocation; it provides a low - cost, safe investment option with a reliable delivery of return.

Final confirmation and allocation of the $ 3 million one - time funding is still pending; therefore, two options were presented for Library Board consideration and budget adoption.

Assessing options and scenarios to proactively address potential significant additional budget reductions in 2011, including one of several options listed in the current Erie County Four Year Financial Plan to balance projected funding gaps that would reduce the Library's 2011 allocation by a further 10 % ($ 2.2 million); and

While eliminating applications raises questions for important aspects of the largest federal K - 12 education aid program, the ESEA Title I program, the policy guidance published by USED in March 2015 provides a wide range of options for states and LEAs to implement CEP with minimal interference with Title I funding allocations or accountability measures.

Section II explains the uses of data on students from low - income families in the allocation of Title I funds to states, LEAs, and individual schools within LEAs; the implications of CEP implementation for Title I allocation policies; and the options provided under USED policy guidance to support CEP implementation.

Education Savings Accounts (sometimes known as opportunity scholarships) which allow students to have their own personal education accounts funded by a major portion of their state allocation to their public school district, allowing them to choose a variety of private schools, tutors, online learning options and more.

Many advocates of broad school choice options support the notion of «student - based funding» in the allocation of resources to schools by districts.

Only doubt in my mind is of % allocation between growth and dividend options within equity funds only.

Lifecycle funds are a great option for many folks because they continually rebalance themselves back to their target allocations.

In addition to investing in foreign and emerging markets, asset allocation funds may be invested in: (1) exchange - traded funds; (2) futures, options and other derivatives; (3) non-investment grade securities; (4) precious metals and minerals companies; (5) real estate investment trusts; and (6) money market instruments.

If you want your asset allocation adjusted automatically as you age, a good option is to invest in retirement target date funds.

A common investment option in 529 accounts is a target date fund, whose investment allocation changes as the date you or your child goes to college comes closer.

In case the mutual fund wants to change the asset allocation on a permanent basis, they are required to inform the unit holders and give them option to exit the scheme at prevailing NAV without any load.

In case the mutual fund wants to change the asset allocation on a permanent basis, they are required to inform the unitholders and giving them option to exit the scheme at prevailing NAV without any load.

Men tend to be less likely to use the pre-baked portfolio options, target date funds, asset allocation funds, which was discussed in the Vanguard study.

If you chose a target date fund or an asset allocation fund, where a professional money manager is rebalancing those funds for you, you wouldn't have that option to make those mistakes.

The Board may change the asset allocations and underlying mutual funds for these investment options (as well as for the other investment options) at any time.

Yes, you can view the underlying funds for our Age - Based Portfolio Options and Multi-Fund Portfolio Options by visiting these pages and clicking the «View Underlying Mutual Funds» link associated with each allocafunds for our Age - Based Portfolio Options and Multi-Fund Portfolio Options by visiting these pages and clicking the «View Underlying Mutual Funds» link associated with each allocaFunds» link associated with each allocation.

The allocations to the underlying mutual funds in the multi-fund investment options do not change automatically as the beneficiary ages as they do in the age - based options.

In the 403B account that I now have the Schwab 1000 (SNXFX) as an option, I currently use the Schwab 500 Index Fund (SWPPX) for my large cap allocation.

Unless you think the old continent is doomed, or that emerging markets will never come back, now is not a bad time to get some exposure outside the U.S. With a 50 % allocation to Europe, Japan and emerging markets, global equity funds provide that option.

Alternatively, participants in plans offering company stock (but not GICs) have substantially lower allocations to all other investment options, especially equity funds.

Yes, you can view the underlying funds for our Age - Based Portfolio Options, Multi-Fund Portfolio Options and Single - Fund Portfolio Options by visiting these pages and clicking the «View Underlying Mutual Funds» link associated with each allocafunds for our Age - Based Portfolio Options, Multi-Fund Portfolio Options and Single - Fund Portfolio Options by visiting these pages and clicking the «View Underlying Mutual Funds» link associated with each allocaFunds» link associated with each allocation.

Investment Grade Bond Funds: Looking over my options for the «cash» while deciding on longer term allocations, I decided to take advantage of the slightly higher yield in investment grade bonds.

4 For each Investment Option (with the exception of the Principal Plus Interest Option), the figures in this column are based on a weighted average of the expenses of each underlying Fund's expense ratio as reported in the applicable underlying Fund's most recent prospectus available prior to the date of this Supplement, in accordance with the Investment Option's asset allocation among its underlying Funds.

If you don't feel you're up to creating your own stocks - bonds allocation, then you might consider investing in a target - date retirement fund or managed account, options that set and manage an asset mix for you.

Fund name Amount invested / % allocation / mode 1 Birla Sun Life Frontline Equity Fund 24000 / 6.37 % / SIP 2 Franklin India Prima Fund (G) 12000 / 3.18 % / SIP 3 ICICI Prudential Value Discovery Fund 22000 / 5.84 % / SIP 4 Motilal Oswal MOSt Focused Midcap 30 Fund 10000 / 2.65 % / SIP 5 IDBI Diversified Equity Fund 18000 / 4.77 % / SIP 6 IDBI Equity Advantage Fund 80000 / 21.22 % / Onetime 7 Mirae Asset India Opportunities Fund 33000 / 8.75 % / SIP 8 IDBI Nifty Junior Index Fund (G) 48000 / 12.73 % / SIP 9 ICICI Prudential Balanced Fund 30000 / 7.96 % / Onetime 10 Franklin Build India Fund (G) 25000 / 6.63 % / Onetime 11 UTI — Short Term Income Fund - Institutional Growth Option 40000 / 10.61 % / SIP 12 Tata Dynamic Bond Fund Direct Plan — Growth 35000 / 9.28 % / Onetime

Dear Saurabh, You need to check out the expense ratio of funds Vs total charges levied by an ULIP scheme (premium allocation charges, fund management charges, admin charges etc.,) Also, mutual funds have more liquidity, options to select, more transparent... So, on any given day, I prefer to invest in mutual funds to ULIPs.

These funds are a good option for your 401 (k) or IRA accounts as they automatically shift your investments from a stock - heavy portfolio to balanced stock & bond allocation as you approach retirement.

Companies can also provide employees with allocation investment options such as stocks and mutual funds.

Wide variety of investment options through nationally recognized fund managers - and asset allocation options

«We think plan participants and sponsors alike will welcome this option because each participant's assets are transferred directly into an age - appropriate, well - diversified fund - of - funds that automatically adjusts the allocation as the retirement date nears,» Anderson said.

Re-balancing options — Many 401 (k) plans offer re-balancing options where the fund company will automatically re-balance your investments based on your instructions or alert you to re-balance once the investments grow a specified percentage from their original allocation.

Another option is asset allocation funds offer varying exposure to stocks and bonds depending on how aggressive a portfolio you want.

Of the characteristics of section 529 plans, the most popular ones are: the ability to invest through payroll deductions at work (71 %), state tax deductions for contributions (70 %), the ability to develop a custom portfolio of mutual funds (70 %), age - based adaptive allocation portfolios (69 %), and a choice among more than 10 investment options (61 %).

The Member Plan's Investment Options are allocations to mutual funds, ETFs, banking products and / or other investments.

These investment options are intended to be sold to certain asset allocation portfolios and to separate accounts of Transamerica Life Insurance Company or Transamerica Financial Life Insurance Company to fund the benefits under certain individual flexible premium variable insurance policies.

«With increasingly complex global markets posing new challenges daily, it's our view that a systematic approach to monitoring and adjusting portfolio allocations across asset classes with a forward - looking view on market and economic conditions is no longer an option, it's a necessity,» said Brent Smith, chief investment officer for FTMAS and co-portfolio manager of the Fund.

Are the asset allocation options that draw from those funds properly calculated?

The enticing names of most of these deals are: Age - based portfolios, age - based strategy, years to enrollment options, multi-fund portfolios, enrollment - based portfolios, lifestyle portfolios, year - of - enrollment portfolios, individual - fund portfolios, managed allocation option, static portfolios, active portfolios, equity option, balanced option, asset - allocation options, fund - of - funds asset allocation option, years - to - college option, automatic allocation choice, etc..

Everyone Else: This asset allocation software works great using any, and unlike all other asset allocation software, all investments you like using: Closed - end mutual funds, open - end mutual funds, ETFs, index funds, bank investments (CDs and interest bearing accounts), real estate, stocks, bond, subaccounts, 401 (k) investment options, stock options, non-publicly traded securities, etc..

Reliance Balanced Advantage Fund (formerly known as Reliance NRI Equity Fund) An Open Ended Dynamic Asset Allocation Fund - Growth Plan - Growth Option

In fact, the investment returns can vary based on the fund manager you select to manage your investments (the 7 listed above) and the allocation you decide between the above investment options (E, C, G and A).

One solution receiving increased attention is the inclusion of focused mutual funds, either as satellite holdings or core replacement options, in portfolio allocations.