Sentences with phrase «asset class funds»

If a pre-existing investment portfolio (a set mix of asset classes funded with specific investment vehicles) exists before one invests in it, then it's a Model Portfolio.

Elsewhere, at the single country and asset class fund levels, High Yield Bond Funds recorded their ninth consecutive outflow while Inflation Protected Bond Funds took in fresh money for the 10th time in the 11 weeks, year - to - date.

Paul compares the asset class returns of his recommendations with the average returns of the same asset class funds.

Plans have also dropped specialty asset class funds, such as industry - specific equity funds, commodities - based funds and narrow - niche fixed income funds, as these potentially charge higher fees and carry highest investment risks.

Sun Life Institutional Investments (Canada) Inc. was established in Canada in 2013 as a portfolio manager, investment fund manager and exempt market dealer, launching its first suite of private asset class funds in 2014.

Alternatively, investors may choose asset class securities called «index funds», «asset class funds» or «exchange - traded funds», which are designed to earn the asset class market return by owning the same or substantially all of the securities that trade in the asset class.

Would it be better to invest in 2 asset classes of the Admiral funds (to keep expenses down), or invest in the 9 asset class funds that you recommend with a $ 3,000 minimum (in order to be more diversified)?

Alternatively, investors may choose asset class securities called «index funds», «asset class funds» or «exchange - traded funds», which are designed to earn the asset class market return by owning the same or substantially all of the securities that trade in the asset class.