Sentences with phrase «greater percentage of your assets»

The following is a list of the five ETFs (with over $ 100 million assets under management) that allocate the greatest percentage of their assets to the stocks on our Most Attractive list for May:

The Fund is nondiversified and may invest a greater percentage of its assets in a particular issue and may own fewer securities than other mutual funds.

Non-Diversified Fund Risk — In general, a non-diversified mutual fund may invest a greater percentage of its assets in a particular issue and may own fewer securities than diversified mutual funds.

Time is on your side — Those with more years until retirement can afford to put a greater percentage of their assets in the stock market.

The Fund is non-diversified and may invest a greater percentage of its assets in a particular issue and may own fewer securities than other mutual funds.

The Funds may also have a greater percentage of their assets invested in particular industries than a diversified fund, which increases the risk of exposure to unanticipated conditions within an industry, corporation, or security.

The fund's investments in leveraged companies and the fund's «non-diversified» status, which means the fund may invest a greater percentage of its assets in fewer issuers than a «diversified» fund, and the fund's use of short selling can increase the risks of investing in the fund.

Not exact matches

For example, if you're early on in your career, most of your money will be held in growth oriented stocks with a small percentage in bonds, and as you mature, your assets will slowly shift to more stable stocks and a greater percentage in bonds to help reduce volatility.

Holdings in the China Region Fund as a percentage of net assets as of 3/31/2017: Geely Automobile Holdings Ltd. 7.00 %, Great Wall Motor Co. Ltd. 0.54 %, CSPC Pharmaceutical Group Ltd. 3.48 %, Sinopharm Group Co. Ltd. 1.84 %, Tencent Holdings Ltd. 5.47 %, NetEase Inc. 0.75 %, ANTA Sports Products Ltd. 2.36 %.

Regardless of your age, if you are extremely risk averse and can not tolerate drops in your portfolio value, you may want a greater percentage in fixed / bond assets and a lesser percent in stocks.

Correspondingly, the percentage of fund assets with Active Share greater than 80 % went down, from 58 % in 1980 to 28 % in 2003.

The thinking is that including a small percentage of your overall asset allocation (from 5 % - 10 %) into these assets can provide high potential returns with only a small impact on your portfolio if the risk becomes too great.

Identify the three fund categories that saw the greatest outflows, measured by percentage of assets, then buy good funds in each of those categories and prepare to hold them for three years.

Bequests — A bequest may provide for a specific dollar gift, a percentage of your estate or specific asset (s) to be given to the Humane Society of Greater Miami.