Sentences with phrase «blend fund classes»

So we ran 1900 large blend fund classes through our Orthogonal Attribution Engine (OAE) to get the probability the investment would outperform its replication portfolio by enough to cover expenses.

Not exact matches

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As contributions are made to the S&P 500 index fund in the 401 (k), the large blend asset class is likely to exceed its target allocation.

The iShares Diversified Monthly Income Fund (XTR) uses several other iShares ETFs to offer a blend of «income - bearing asset classes, including, but not limited to, common equities, fixed income securities and real estate investment trusts.»

Exhibit 2: Annualized 10 - Year Total Returns of Active Small - Cap Blend Mutual Fund Share Classes and Small - Cap Benchmarks

This is essentially transferring part of the large blend asset class position from the Roth IRA (where good funds for the other asset classes are available) to the 401 (k)(where only the one good fund is available).

These mutual fund schemes make investments in the blend of asset classes.