Sentences with phrase «moderate growth allocation»

Effective February 16, 2018, the Global Atlantic Wilshire Dynamic Moderate Growth Allocation Portfolio is closed to new and subsequent Premium Payments and transfers of Contract Value.

Not exact matches

For each fund category, like Large Growth or Moderate Allocation, the MFO Rating system divides funds into five groups or «quintiles» based on the risk adjusted return over selected evaluation periods.

USAA First Start Growth Fund, USAA Cornerstone Conservative Fund, USAA Cornerstone Moderately Conservative Fund, USAA Cornerstone Moderate Fund, USAA Cornerstone Moderately Aggressive Fund, USAA Cornerstone Aggressive Fund, USAA Cornerstone Equity Fund, USAA Managed Allocation Fund

Asset allocation funds have high to moderate stability of principal and moderate potential for current income and growth.

We are maintaining our lower - than - normal asset allocation for our moderate growth and income clients at Pacific Park Financial, Inc..

When market internals improve alongside fundamentals, we would look to return to the target allocation for moderate growth / income of 65 % -70 % stock (e.g., large, small, foreign, domestic) and 30 % income (e.g., investment grade, high yield, short, long, etc.).

Moderate growth / income investors who have been emulating my tactical asset allocation at Pacific Park Financial, Inc., understand why we will continue to maintain our lower risk profile of 50 % equity (mostly large - cap domestic), 25 % bond (mostly investment grade) and 25 % cash / cash equivalents.

The Vanguard LifeStrategy Growth Fund Investor Shares (VASGX) is a passively managed moderate - allocation fund.

In the moderate allocation category, childcare schemes such as HDFC Children's Gift Investment, LIC Nomura MF Children, Templeton India Children Gift Growth and UTI Children's Career Balanced function on the lines of balanced funds and have close to 60 % of asset allocation to equities.This category has offered average returns of 12.4 % in 10 years.