Sentences with phrase «asset allocated»

• They were able to work out a deal with the lawyers to get the trust and inheritance money out of the bank CDs and invest them into a portfolio of well asset allocated mutual funds.

Long lasting investment portfolios are consciously asset allocated between high quality income and equity securities.

There are 4 types of mutual funds: Stock funds, Bond funds, Money market funds and Balanced (Asset Allocated Funds) or Life Cycle Funds.

According to the Institute for Private Investors, those with $ 200 million or more in assets allocate on average 2 percent of their portfolios for direct investments in private companies.

Thanks to Personal Capital, I made a decision to asset allocate more money into stocks this summer as I saw that I was way too overweight savings and CDs.

The lawsuit notes that, since the TDPs and the Diversified Fund invest in these underlying funds in an amount determined by the investment committee, it is the investment committee that manages and dictates participants» assets allocated to each fund, and not the participants» choice.

The Strategic Total Return Fund currently carries a duration of about 2 years, primarily in U.S. Treasury securities, with just over 15 % of assets allocated to foreign currencies.

[8] A State Street survey published in May 2014 found that millennials have 40 % of their investable assets allocated to cash.

How were your assets allocated and why?

The percentage of assets allocated to cash, bonds, stocks, real estate, etc. is set according to the investor's goals and strategies, current financial status, and risk tolerance.

We're projecting to have 15 % of our assets allocated to our home purchase by retirement.

An easy rule of thumb I use is to start asset allocating more into equities when the S&P 500 dividend yield is equal to or greater than the 10 - year yield.

The Strategic Total Return Fund remained positioned largely in Treasury Inflation Protected Securities, with about 25 % of assets allocated between precious metals shares, foreign currencies, and utility shares.

The following table, from the Disclosure Booklet, lists the investments in which the MetWest Total Return Bond Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the TIAA Social Choice Equity Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the TIAA Large Cap Value Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the TIAA Social Choice Bond Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the Ariel Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the TIAA Large Cap U.S. Equity Index Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the Capital Appreciation Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the Santa Barbara Dividend Growth Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the Nuveen Alternative Income Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the DFA Emerging Markets Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the Harding Loevner Global Equity Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the TIAA U.S. Small Cap Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the Harbor Capital Appreciation Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the Principal Plus Interest Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The percentages of the Portfolio's assets allocated to each Underlying Fund are: Vanguard Total Bond Market II Index Fund 14 % Vanguard Total International Bond Index Fund 5 % Vanguard Short - Term Inflation - Protected Securities Index Fund 6 % Vanguard Federal Money Market Fund 75 % Through its investment in Vanguard Total Bond Market II Index Fund, the Portfolio indirectly invests in a broadly diversified collection of securities that, in the aggregate, approximates the Bloomberg Barclays U.S. Aggregate Float Adjusted Index in terms of key risk factors and other characteristics.

Most people asset allocate with asset classes that rise in value when stocks decline.

The problem is when you have assets in a taxable account or TFSA as well as a RRSP, and you Asset Allocate across the total portfolio.

You can easily pick a target date fund that has assets allocated closer to what you want.

It is argued that the beginning (young) investor must asset allocate with stock and bonds just like everyone else.

It is only relevant when you have multiple accounts (Taxable, TFSAs and RRSPs), and you Asset Allocate your wealth as a whole instead of each account independently.

For my bond clients, I have assets allocated half to emerging markets, both local currency and dollar denominated.

The policy's cash value including any assets allocated to the investment divisions will fluctuate.

The following table, from the Disclosure Booklet, lists the investments in which the Age - Based Option invests and the percentage of the investment option's assets allocated to each of its investments.

Well, if you've finally taken some time to reflect on your goals and life situation, done some research and gotten some questions answered; if you are set to get your feet wet in more rewarding money growth opportunities with the resources you have at the ready, then it's time to asset allocate!

The percentages of the Portfolio's assets allocated to each Underlying Fund are: Vanguard ® Institutional Total Stock Market Index Fund 35 % Vanguard ® Total International Stock Index Fund 15 % Vanguard ® Total Bond Market II Index Fund 40 % Vanguard ® Total International Bond Index Fund 10 % Through its ownership of the two stock funds, the Portfolio indirectly owns primarily large - capitalization U.S. stocks and, to a lesser extent, mid - and small - capitalization U.S. stocks and international stocks.

The percentages of the Portfolio's assets allocated to each Underlying Fund are: Vanguard ® Total Bond Market II Index Fund 60 % Vanguard ® Total International Bond Index Fund 15 % Vanguard ® Institutional Total Stock Market Index Fund 17.5 % Vanguard ® Total International Stock Index Fund 7.5 % Through its ownership of the two bond funds, the Portfolio indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 year.

The percentages of the Portfolio's assets allocated to each Underlying Fund are: Vanguard Total Bond Market II Index Fund 70 % Vanguard Total International Bond Index Fund 17.50 % Vanguard Institutional Total Stock Market Index Fund 8.75 % Vanguard Total International Stock Index Fund 3.75 % Through its investment in Vanguard Total Bond Market II Index Fund, the Portfolio indirectly invests in a broadly diversified collection of securities that, in the aggregate, approximates the Bloomberg Barclays U.S. Aggregate Float Adjusted Index in terms of key risk factors and other characteristics.

«What may happen is that there are assets allocated to children that might be needed for other purposes,» Harding said.

These matrices generate ~ 500 different asset allocation mixes - more than any other asset allocating program.

The following table, from the Disclosure Booklet, lists the investments in which the Conservative Option invests and the percentage of the investment option's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the U.S. and International Equity Option invests and the percentage of the investment option's assets allocated to each of its investments.

The following table, from the Disclosure Booklet, lists the investments in which the Equity and Interest Accumulation Option invests and the percentage of the investment option's assets allocated to each of its investments.

Through the investment options you select, a VUL policy has the potential for tax - deferred cash value accumulation, however, any assets allocated to the underlying funds are subject to the market risk and will fluctuate in value.

The policy's cash value including any assets allocated to the investment divisions will fluctuate.

Their job duties might vary and can involve tasks like fixing appointments, reviewing assets allocated to clients, and balancing their portfolios.

Ensured that individual plans were well diversified, with assets allocated based on each member's goals and future objectives.

Public pension funds aim to have up to 8.1 percent of their total assets allocated to commercial real estate, while private pension funds aim for 6.7 percent and endowments for 9.2 percent, Preqin reports.