Sentences with phrase «especially in a balanced fund»

2 — More than 5 years then you can consider investing in Equity oriented funds, especially in a balanced fund.

Not exact matches

Investors in target - date funds at work face a conundrum: They don't necessarily have the savvy to choose their own investments, but they may find themselves questioning their employers» appetite for risk — especially if they saw their balances drop sharply last month.

If much of the investment into bond mutual funds that has occurred the last couple of years is for purposes of dampening the volatility of a portfolio — and with the 10 - Year Treasury yield at 1.8 percent it's difficult to argue for a different motivation - then it's important to think through the thesis that bonds will defend a balanced portfolio in an equity bear market in the same way they have, especially to the extent they have in the last two bear markets.

One could frame the debate in the advantages of using less fossil fuel, which range from lower costs to people (an all electric car has operating costs about 1/4 that of a gasoline vehicle), to balance of payments (less capital flowing out of the country, especially relevant to countries who import most of their oil), to terrorism (not funding it, and western influence leaving the ME, which is the basis of most ME terrorist organizations) to conflict in general (most of the major conflicts in the last 30 years have involved ME oil), to finite supply (when we run out, we'll be facing a global economic meltdown).

For those investors invested in dynamic asset - allocation funds, especially balanced advantage category of funds, the impact has been minimal.

That profile, written just as M&P appointed a co-manager in what we said was evidence of succession planning, concluded «If you're looking for a core holding, especially for a smaller portfolio where the reduced minimum will help, this has to be on the short - list of the most attractive balanced funds in existence.»

These conditions support our call that the Fed will continue gradual monetary policy normalization, announce its balance sheet tapering policy in September, and wait until December for additional data, especially on inflation, before raising the fed funds rate for the third time this year.»