Sentences with phrase «conservative invested assets»

Due to its conservative invested assets — along with its timeliness in paying out customer claims — the Baltimore Life Insurance Company is rated as a B + + (Good) by A.M. Best Company, which represents the fifth highest rating out of a possible sixteen.

Not exact matches

Hamblin Watsa emphasizes a conservative value investment philosophy, seeking to invest assets on a total return basis, which includes realized and unrealized gains over the long - term.

Some of the more common mistakes made when investing 401 (k) assets include allocating too much to conservative investments, not diversifying among several investment vehicles, and investing too much in an employer's stock.

It is a balanced fund with a somewhat conservative asset allocation of about 60 % invested in stocks and 40 % invested in bonds / short - term reserves.

The traditional asset allocation funds, like James Balanced: Golden Rainbow Retail (GLRBX) and Vanguard Wellesley Income Inv (VWINX) can be found in the categories «Mixed - Asset Target Allocation Moderate» and «Mixed - Asset Target Allocation Conservative,» respectiasset allocation funds, like James Balanced: Golden Rainbow Retail (GLRBX) and Vanguard Wellesley Income Inv (VWINX) can be found in the categories «Mixed - Asset Target Allocation Moderate» and «Mixed - Asset Target Allocation Conservative,» respectiAsset Target Allocation Moderate» and «Mixed - Asset Target Allocation Conservative,» respectiAsset Target Allocation Conservative,» respectively.

Conservative hybrid — these schemes invest around 75 - 90 % of total assets in debt instruments and 10 - 25 % in equity instruments

A well - managed target date fund can offer two benefits — one, they are automatically diversified across several asset classes, and two, you can invest in one that correlates to your planned retirement date — so it automatically becomes more conservative the closer you get to retirement.

The idea is to be more aggressive (invest more money) in lower risk undervalued assets, and be more conservative (invest less money) in higher risk overvalued assets.

When it came to investing, however, he was extremely conservative, and his retirement assets were entirely in cash.

If you move the slider to be more aggressive or more conservative than the default investing style, the chart and asset allocation shown will update accordingly as shown below:

Conservative allocation portfolios seek to preserve capital and generate income by investing 15 % to 50 % of their assets in equities and 50 % to 85 % of assets in fixed income and cash.

Conservative allocation portfolios seek to preserve capital and generate income by investing 15 % to 50 % of their assets in equities...

The donor is also in charge of how the money is invested; most donor - advised funds feature a short menu of investment options ranging from very conservative (for monies that will be disbursed soon) to more aggressive (for assets that will be distributed to charity further in the future).

So your concern should be with low cost investing and proper asset allocation (generally getting more conservative as you get older).

By this I mean having too conservative an asset mix and / or not having every available dollar invested to benefit from the power of compounding.

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The following table, from the Disclosure Booklet, lists the investments in which the Conservative Option invests and the percentage of the investment option's assets allocated to each of its investments.