Sentences with phrase «higher allocation»

You might also think you have a much higher allocation in one asset class, but in reality, you're under - allocated.

However due to high allocation charges at initial period, your fund value would be less and you may not see much gains in the amount you invested through premiums.

Target - date funds with high allocations to equities tend to be more tax - efficient (few capital gains and dividend distributions) making them more suited for taxable accounts.

Stocks with attractive valuation ratios receive higher allocations, and both trailing and forward price - earnings valuation ratios are considered when determining allocations.

High - end motor companies are looking at much higher allocation for petrol vehicles, but making this «cleaner» fuel readily available is a large undertaking.

An aggressive - style fund would have a much higher allocation to equities, with maybe as much as 100 %.

This results in higher allocation towards the funds, leading to maximum investment.

You may consider one balanced fund, one large cap fund and one diversified equity fund, with slightly higher allocation to balanced & large cap fund.

So you should therefore have a relatively higher allocation to equities.

However, the policyholder usually gets higher allocation compared to the regular premium.

I've typically kept a reasonably high allocation to utilities.

The more conservative investors will lean towards higher allocations invested in the bond fund, while the more aggressive investors will boost the stock fund amount.

The market run - up has left investors as a group with an unusually high allocation to equities, at 57 percent.

For example, equally weighting index constituents creates higher allocations to smaller firms, which tend to be riskier and more expensive to trade.

High allocation charges that were impacting returns have also been lowered.

Stocks are compared against their sector peers, and those with attractive growth ratios receive higher allocations.

Target - date funds with high allocations to fixed income tend to be less tax - efficient (high dividend distributions) and are likely better off in a tax - advantaged account.

He still has a relatively high allocation to stocks, but he's thinking of buying more bonds.

I've typically kept a reasonably high allocation to utilities.

[The best choice shifts toward higher allocations at lower levels of safety.]

Home» Business» Akwa Ibom, Rivers get highest allocation as FAAC disbursement increases by 25 percent

Specifically, we have maintained substantially higher allocations for infrastructural projects which will have a multiplier effect on productivity, employment and also promote private sector investments into the country.

And small - state minimum provisions in the formulas guarantee minimum allocations to each state, no matter how few funds they would otherwise qualify for — this generates visibly higher allocations for low population states.

Our strategies captured these opportunities through higher allocations to these and other «riskier» diversifying assets.

Yes, if you observe many of the multi-cap funds have now higher allocation to Large cap stocks, its the duty of the active Fund manager to implement an investment strategy which benefits the fund investors as per current market conditions.

«UnitGain Protection Plus will give more benefits if one remains invested with us for a longer term by way of higher allocation on renewal premium and guaranteed additions.

If you are able to buy stocks at bargain prices, you are better off with a fixed, high allocation of stocks (than with SwOptT2 or SwAT2).

Investors lost interest in ULIP plans as they have been charging high allocation charges and premiums are -LSB-...]

Stocks with attractive growth ratios receive higher allocations, and both trailing and forward earnings growth measures are considered when determining allocations.

It is probably 1/2 that now but that's the nature of a portfolio with high allocation to equities.

«If you've kept too high an allocation towards stocks trying to ride the run - up, then I'd say this is the time to hop off and get to the right allocation,» he says.

The UBS - Campden Research report attributes that attractive gain to relatively lower allocations in real estate in favor of higher allocations in equities and private equity.

For example, persons with very high federal, state, and local marginal income tax rates and a relatively high allocation toward bonds may find that their bonds would fill their tax - advantaged accounts and overflows into their taxable accounts.

If equities underperform then the bond side of the equation will be liquidated and I'll end up with a much higher allocation in equities as time passes.

Looking at style factors within a broader multi-asset portfolio, quality generally receives a high allocation.

The closer you are to retirement, the higher your allocation should be to bonds to avoid the possibility of large losses.

Given the high allocation to Attractive - or - better rated stocks, and equal allocation to Unattractive - or - worse rated stocks relative to the benchmark XLF, KIE appears well positioned to capture upside potential while taking on an average level of downside risk.

The 75/25 strategy slightly outperformed the 60/40 portfolio with higher volatility, but that's to be expected given the higher allocation to stocks.

You may want to simply consider a higher allocation to stocks, though that would come with greater market risk.

I had an appetite for risk and kept investing with a high allocation in stock funds.

Maybe holding stocks, or a high allocation of stocks in a college savings account for a 12 - year - old (me again), isn't right for you.

Over the period that includes the commodity supercycle dating back to 1995, the efficient frontier would have arrived at a very different conclusion: potentially much higher allocations to Canadian stocks at higher levels of volatility.

Also, you can assemble your DGI portfolio to have less volatility (beta) than the index by a higher allocation to stocks in consumer staples and utilities sectors.