Sentences with phrase «blend of asset classes»

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

The Portfolio will attempt to create a diversified portfolio by allocating its investments across a balanced blend of asset classes.

That means having a balanced blend of asset classes, sectors and geographic regions.

Not exact matches

On average, the 15 - year compound returns were 14.8 % for international small - cap blend stocks, versus 11.8 % for the S&P, and 13.6 % for a combination of these two asset classes, with annual rebalancing.

A: The international holdings are very similar to the U.S. asset classes: large and small blend and value, real estate, plus a slice of emerging markets.

The balance of 4 asset classes (large cap blend, large cap value, small cap blend and small cap value) compounded at 11.9 % for the same period.

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.»

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).

As noted in the table (which identifies it as Portfolio 2), this is made up of equal parts of 10 important asset classes: the S&P 500, U.S. large - cap value, U.S. small - cap blend, U.S. small - cap value, U.S. real estate investment trusts, international large - cap blend, international large - cap value, international small - cap blend, international small - cap value and emerging markets stocks.

So while we can create a fairly well - diversified stand - alone Personalized Portfolio for you (e.g., Dividend, Everlasting, MDP, Supernova, or Pro), to reap the full benefits of a complete portfolio that includes exposure to all of the major asset classes (large - cap, small / mid-cap, international, fixed income), we recommend incorporating a blended Personalized Portfolio into your financial plan.

I've made a detailed analysis of five U.S. equity asset classes: large - cap blend, large - cap value, small - cap blend, small - cap value and REITs.

The addition of broadly diversified small - cap blend and small - cap value asset classes raise the return more than the additional risk they represent on their own.