Sentences with phrase «consistent with its asset allocation»

The fund's investment goal is to seek the highest level of long - term total return consistent with its asset allocation.

The primary objective of the Fidelity Fund Portfolios — Income is to provide a representation of just one way you might construct a portfolio of Fidelity mutual funds, designed for the purpose of providing a focus on interest and dividend income, over a range of long term risk levels, which are consistent with the asset allocations of a (sub) set of Fidelity's Target Asset Mixes (TAMs).

Not exact matches

As CC suggests, rebalancing with cash inflows is an easy way to keep your asset allocation consistent, especially in a small mutual fund account.

Schwab Target Date Index Fund will pursue «capital appreciation and income consistent with its current asset allocation.»

Worah: We reassess the glide path annually in order to ensure the strategic asset allocation remains consistent with any refinements to our longer - term views.

You can control investment losses by determining your probable maximum loss and choosing an asset allocation that is consistent with your investment philosophy.

A little moderation goes a long way, know your asset allocation and make sure it's consistent with your risk tolerance.

The Fund attempts to achieve its objective by investing in a diversified portfolio of USAA mutual funds in a manner consistent with its current asset allocation as depicted in the lifestyle transition path of approximately 35 % equity / alternative securities and 65 % fixed - income securities.

The Fund attempts to achieve its objective by investing in a diversified portfolio of USAA mutual funds consistent with its current asset allocation as depicted in the lifestyle transition path.

This is how to control investment portfolio losses: decide what your probable maximum loss is and choose an equity asset allocation that is consistent with your decision!

Fidelity assumed age - based asset allocations are consistent with the equity glide path of a typical target date retirement fund.

Our mindful conclusions about stock bond mixes are mostly consistent with prominent authors addressing asset allocation.

Your asset allocation strategy should support your goals while being consistent with your risk tolerance level.

Your asset allocation strategy is based on specific objectives for investment return consistent with your acceptable level of risk.

In our 50 - 50 asset allocation model with consistent 15 % returns, your $ 1,000 will grow to $ 4,046.

In other words, your experience will be very consistent with that of any other diversified investor with the same asset allocation, no matter which specific investments they choose.

By keeping the asset allocations at the same level, it should provide a greater opportunity for the portfolio to yield a maximum return that is consistent with my risk profile.

In developing the series of salary multipliers corresponding to age, Fidelity assumed age - based asset allocations consistent with the equity glide path of a typical target date retirement fund, a 15 % savings rate, a 1.5 % constant real wage growth, a retirement age of 67 and a planning age through 93.

They even handle periodic rebalancing of your investments, to make sure that your portfolio remains consistent with the designated asset allocations.

The fund seeks to provide capital appreciation and income consistent with its current asset allocation.