Many of these funds also contain real estate - related companies, like Gladstone Commercial, in addition to REITs, so check the makeup of each one to see which
fund makes the best fit.
, in addition to REITs, so check the makeup of each one to see which
fund makes the best fit.
Not exact matches
Where investors can get confused and / or
make mistakes, is that many total stock market index
funds use the Wilshire 5000 Index or the Russell 3000 Index as the benchmark or, as Morningstar labels it, the «
best -
fit index.»
And
make sure that whatever stocks or
funds you buy are a
good fit for your portfolio overall, in terms of cost and overall diversification.
NAESP recommends that principals and superintendents work together now to identify shortfalls in the principal pipeline and
make plans to use the
funds in ways that
best fit their local needs, such as preparation programs, ongoing professional learning, or recruitment.
(See «
Fits you to a «D'» below) These options
make it a
good time to rethink mutual
funds for your portfolio.
If you're considering going for more business
funding and you think a short - term loan might be just what you need to get through your financing needs, here's a few questions to ask yourself first to
make sure they're a
good fit:
I felt it was
better to have the
funds available but we also
made sure that the mortgage payment
fit well within our annual spending plan.
@Romeo: I'd love to rely on Life Cycle
funds, and in principle they could
fit the bill very
well, but in practice the allocation decisions they
make are hard to love.
Before
making any purchases, though, be sure to check which
funds best fit your investment horizon and risk tolerance.
You might also review your holdings to
make sure that over time you haven't larded up your portfolio with new
funds or ETFs that may have seemed like a
good idea at the time but don't really
fit into your long term strategy.
That said, we are also very selective, because it is our own money we are investing, so it is extremely important to
make alternate plans in case your project is not a
good fit for Indie
Fund.