Sentences with phrase «among major asset classes»

There is an appealing simplicity in the concept of target date funds that has a strong attraction for investors: Just pick a year, and lean back — your portfolio management is now on autopilot, with coordinated diversification among the major asset classes that is rebalanced periodically toward your estimated time of arrival, your target date.

The S&P Municipal Bond Index recorded a positive 3.32 % total return in 2015 securing a second place finish among major asset classes.

In the Robo Report, published quarterly, it recounts the performance of each account, as well as how investments are divided among major asset classes (U.S. stocks, foreign stocks, bonds and cash).

The fund's investments generally will be allocated among the major asset classes as follow: 45 % of its assets in equity securities (stock funds); 45 % of its assets in fixed - income securities (bond funds); and 10 % of its assets in cash equivalents (money market funds).

Over the long term, stocks provide the highest average performance among major asset classes.

Last week's biggest loser among the major asset classes: foreign inflation - indexed government bonds.

The iShares TIPS Bond (TIP) dipped a fractional 0.2 %, the smallest loss among the major asset classes for the five trading days through April 6.

Not exact matches

Keep in mind the goals of diversifying among market segments, which is to reduce the major risks of the major asset classes (stock market risk for stocks and interest rate risk for bonds).

In their September 2010 paper entitled «Hedges and Safe Havens — An Examination of Stocks, Bonds, Oil, Gold and the Dollar», Cetin Ciner, Constantin Gurdgiev and Brian Lucey investigate pairwise hedging and safe haven relationships among these five major assets / asset classes.

The decision follows two years of testing and is among the first attempts to use blockchain to clear a major asset class.

You can potentially reduce your investment risk and increase your chances of meeting your investment goals by strategically allocating your investments among each of the major asset classes based on your unique financial goals, risk tolerance, and time horizon.

The fund allocates its assets among four major asset classes (commodities, currencies, fixed income and equities).

The percentage distribution of assets in a portfolio among the three major asset classes: cash and equivalents, fixed income and equities.

Canadians can follow US recommendations on how to split the portfolio among the four major asset classes.

The percentage distribution of assets in a portfolio among the three major asset classes: cash and cash equivalents, fixed income and equities.

• Then you'll input what they currently own, and distribute the contents of (mixed) investments (like mutual funds) among the eight major asset classes.