Sentences with phrase «called asset allocation funds»

I have read sales piece after sales piece promoting so called asset allocation funds.

The hybrid fund can also be called an asset allocation fund.

Not exact matches

In addition, the Master Fund or an Investment Fund may invest in these instruments pending allocation of its assets, and the Master Fund will seek to retain cash or cash equivalents in sufficient amounts to satisfy capital calls from Investment Funds.

What I used in the past to determine the asset allocation of our mutual fund investments is a free total from Morningstar.com called Instant X-Ray.

The new First Asset funds use what's called a barbell strategy, which involves holding equal amounts of short - term and long - term bonds, with no allocation to intermediate maturities.

Juicy Excerpt # 27: Wade, as you may be aware, John Bogle has mentioned what he calls tactical asset allocation in his book, Common sense on Mutual Funds (pg 66 - 67).

There's no definitive answer on what the optimal asset allocation is, but you still can have a pretty good idea by taking a look at how the so - called lifecycle funds, or target - date funds, invest their money based on a targeted retirement year.

Since it is possible to invest based on what John Bogle calls the «low fee hypothesis», if you are paying hedge fund style fees or even 1 % just for assets allocation or stock picking you have a right to expect outperformance.

Funding a buy and hold asset allocation with index funds or index ETFs is called a «passive management» strategy.

It uses only three stock funds (plus one bond fund if your asset allocation calls for it) in an attempt to match the market's returns.

JtB uses only three stock - based mutual funds (plus one bond fund if your asset allocation calls for it), can be set up in a matter of minutes, and requires attention just once a year for a quick portfolio re-allocation.

Professional Duties & Responsibilities Determined client financial goals and created comprehensive investment portfolios Recommended funds, allocation percentages, and risk management products Performed market and investment research, analysis, and asset allocation studies Authored market and portfolio commentaries and customer correspondence Generated product sales through cold calling, networking, and client presentations Oversaw loan process, determined risks, and recommended course of action Trained and supervised junior associates ensuring effective and efficient operations Experienced in legal compliance, research, and document creation Developed marketing and development plans as well as all collateral materials Resolved customer service inquiries resulting in client satisfaction and repeat business Performed all duties in a positive, courteous, and timely manner