«Because our investment management groups work independently and adhere to different investment approaches, Franklin, Templeton and Mutual Series funds typically have distinct portfolios and can be used to build truly
diversified allocation plans covering every major asset class.»
Not exact matches
Are you a do - it - yourself investor, or do you want help drafting an asset -
allocation plan and maintaining a
diversified portfolio?
We recommend investors be prepared for a potential pullback by holding a
diversified portfolio and making sure that current
allocations correspond with their original investment
plan.
And part of that
plan should be a proper asset
allocation,
diversified portfolio, thinking about how much you should be saving.
As a result, the Fund may appeal to investors seeking a broadly
diversified equity asset
allocation plan in one fund.
Instead, your best
plan is to hold a
diversified portfolio based on a strategic asset
allocation model using both equity and fixed - income assets appropriate to your risk tolerance level and overall financial objectives.
«We think
plan participants and sponsors alike will welcome this option because each participant's assets are transferred directly into an age - appropriate, well -
diversified fund - of - funds that automatically adjusts the
allocation as the retirement date nears,» Anderson said.
The broad array of ETFs available provides an efficient mechanism to complete a
diversified asset
allocation plan.
When developing an asset
allocation plan, it is important to not only
diversify sectors that equities fall into, but also the size and value of the companies.
Real estate and precious metals do help
diversify a portfolio and are found in many asset
allocation plans.
Take a quick look at your portfolio and see if the asset classes are
diversified and that the
allocations meet your
plan.