Sentences with phrase «current equity asset allocation»
In fact, if you look at the current equity asset allocation of the fund, about 70 % of the portfolio is in large caps and the rest in mid caps and small caps.
https://www.unovest.co/ Not exact matches
If When there's a market correction, we'll likely rebalance a bit back into equities, but as a conservative investor I'm comfortable with our overall Asset Allocation at this stage, especially given the current CAPE Ratio of 29.5 (then again, I suffer from The One More Year Syndrome).
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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.
I want to have a 5 - 10 % weighing of my asset allocation in emerging markets, and TDs current International Equity Fund doesn't seem to have any of that exposure.
For the time being, he can keep his current asset allocation of 80 % equities and 20 % fixed income, since it's appropriate for Marcone's risk tolerance.
He looks at how the brokerages various allocations would have performed from 1973 to the present but it appears that he simply assumes that the current asset allocation (4 % to EM debt, 14 % to private equity, 25 % to hedge funds) can be projected backward to 1973.
In other words, if the investor determines that 60 % equities, 30 % bonds, and 10 % cash is the target asset allocation, then that will be the target unless there is a change in the investor's goals and strategies, current financial status, or risk tolerance.