Sentences with phrase «diversified asset allocation plan»

The broad array of ETFs available provides an efficient mechanism to complete a diversified asset allocation plan.

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?

And part of that plan should be a proper asset allocation, diversified portfolio, thinking about how much you should be saving.

«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.»

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.

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.