Sentences with phrase «within asset categories»

A diversified portfolio should be diversified at two levels: between asset categories and within asset categories.

Within asset categories, that may mean considering, for instance, large company stock funds as well as some small company and international stock funds.

Because achieving diversification can be so challenging, some investors may find it easier to diversify within each asset category through the ownership of mutual funds rather than through individual investments from each asset category.

One of way of diversifying your investments within an asset category is to identify and invest in a wide range of companies and industry sectors.

If any of these investments are out of alignment with your investment goals, you'll need to make changes to bring them back to their original allocation within the asset category.

Diversification can be done among asset categories and within an asset category.

Not exact matches

«There is a reasonably consistent result that within any asset class or fund category, those funds with the lowest expenses will tend to outperform over time.

While the short - term assets category for companies is anything due within a year, I am using within one month as current as that is more appropriate for a person making regular bill payments.

We think it is essential to go in and be selective within the category and not to just buy into the broad asset class as a whole.

Asset class: A group of investments with similar risk and return characteristics, such as cash equivalents, government bonds, municipal bonds, corporate bonds, common stock (or industry groupings within the broad category of common stocks), real estate, precious metals, and collectibles.

We began by borrowing from our Dynamic Asset Allocation strategy the notion of applying momentum across risk categories rather than within them as we have always done in Upgrading.

Here's a closer look at three major asset classes typically included in a variable annuity's investment mix, with a breakdown of sub-asset classes and other categories within each one.

While the short - term assets category for companies is anything due within a year, I am using within one month as current as that is more appropriate for a person making regular bill payments.

By including asset categories with investment returns that move up and down under different market conditions within a portfolio, an investor can protect against significant losses.

But other asset categories - including real estate, precious metals and other commodities, and private equity - also exist, and some investors may include these asset categories within a portfolio.

When you rebalance, you'll also need to review the investments within each asset allocation category.

This pattern repeated between other quintiles though the differentials were smaller, but in all cases, funds with lower expenses within a particular asset category outperformed the funds with higher expenses.

Waiting for an asset category to exceed some threshold and then bringing the allocation back within some tolerances seems to produce slightly better returns and lower volatility.

The SEC also reminds us to not forget to review the investments within each asset allocation category.

Assets contained within «Other» category are not classified by Morningstar.

Included in the current universe of underlying funds are five unaffiliated funds: two within the domestic large - cap equity style class and three within the fixed income asset category.