Sentences with phrase «advisers give their asset»

For example, a client who started the year with a simple 60/40 portfolio comprised of the $ 287 billion Vanguard Total Stock Market Fund (VTSMX) and the $ 247 billion Pimco Total Return Fund (PTTAX), the two largest mutual funds in the world, would now have 66.3 % invested in stocks and just 33.7 % invested in bonds, pushing beyond the typical 5 % leeway most advisers give their asset allocation.

Not exact matches

They give advisers access to model portfolios built by asset management firms and «fund strategists.»

But if you've got the adviser six - pack, no one has given your asset mix a moment's thought.

Both of our do - it - yourself money management systems (these Models and the Comprehensive Asset Allocation software) give you the choice of opening your own discount brokerage account and make your own trades, or you can hire us to be your money manager to custody your accounts just like a local adviser.

The adviser may exclude one or more underlying funds from a fund's asset allocation strategy at any given time.

In addition to the strategic annual adjustment of each fund's target asset allocation, the adviser may adjust each fund's underlying fund allocations within a particular asset class based on the following considerations: market trends, its outlook for a given market capitalization, and the underlying funds» performance in various market conditions.

Well - meaning family, friends and even professional advisers may give conflicting or incomplete advice causing families to needlessly lose their property and assets.