Sentences with phrase «asset class allocation»

The fund will have a target asset class allocation of approximately 40 % equity securities and 60 % fixed - income securities.

A subscriber requested a horse race among the following four simple asset class allocation strategies:

The Fund will have a target asset class allocation of approximately 80 % equity securities and 20 % fixed - income securities.

«We see investors looking for diversifying sources of returns to traditional asset class allocations while focusing on costs.

This online portfolio backtesting tool allows you to construct a portfolio based on the selected asset class allocation to analyze and backtest portfolio returns, risk characteristics (Sharpe ratio, Sortino ratio), standard deviation, annual returns and rolling returns.

Compare historical performance and risk vs. return profile of different asset class allocations and lazy portfolios:

The fund invests in a selection of USAA mutual funds and ETFs consisting of a target asset class allocation of approximately 20 % equity securities and 80 % fixed - income securities.

A subscriber requested comparison of four variations of an «Ivy 5» asset class allocation strategy, as follows:

Asset Class Allocation: Asset class allocation (sometimes simply called «allocation») refers to the percentage of your portfolio that is dedicated (allocated) to different classes of investments.

On top of that, you can not adjust Blooom's asset class allocations.

Allocations for the fund's blended benchmark reflect or map the fund's current target asset class allocations and may not be representative of the fund's historical asset class allocations.

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The target asset class allocation can deviate from time to time from these targets as market conditions warrant.