Not exact matches
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).
In addition to those
common factors when evaluating a mutual fund, such
as risks, return, and costs, more attention should be paid to the fund's
asset allocation because it's what makes a lifecycle fund a lifecycle fund.
As to which U.S. equity
asset categories advisers plan to boost
allocations to, the most
common are technology (33 %) and small cap (30 %).