Not exact matches
That means making sure your investments are
broadly diversified, not just
by geographic region or
asset class but
by return type: Does your portfolio provide dividends, capital gains and interest income — the three types of earnings that make up total return?
By contrast, the NextShares structure is
broadly applicable across all the
asset classes in which mutual funds invest.
One question I would love to have answered: Which
asset class is more
broadly held in the US
by individual investors and institutional investors, stocks or bonds?