Sentences with phrase «asset class weights into»

Not exact matches

The Global Market Index (GMI), an unmanaged benchmark that holds all the major asset classes in market - value weights, clawed back into positive terrain last month.

The report is parsed into multiple tables covering different time periods and different asset classes, and is provided in both equal - weight and asset - weighted returns.

Back then, his portfolio consisted of evenly weighting seven asset classes into a portfolio.

You could just let them be overweighted, change the allocation weights, or let 5 % spill into the Mid-cap asset class by saying it holds some mid-cap growth stocks (because they usually do).

We invest in accordance with the investor's strategic asset allocation, and when the market carries asset - class weights away from their targets, we sell part of the overweighted ones (typically the ones that have appreciated) and we reinvest the proceeds into the underweighted asset classes (typically those that have depreciated) in order to bring the portfolio back to its strategic asset allocation.