Sentences with phrase «means asset allocation funds»

That means asset allocation funds would only earn interest income on their bonds.

Not exact matches

By the time you get to your 60s, most target date funds are at or nearing their «glide path,» which means your asset allocation will be much more conservative.

This means 80 % of your investments are kept to the plan of proper asset allocation and buying index based funds.

That means that as your stock funds increase in value relative to your bond funds, a greater portion of your investment portfolio will be held in these riskier, more aggressive assets — something that could throw off your allocation and risk tolerance.

Balanced fund provides a means to achieve Proper Asset Allocation and Regular Rebalancing requirements which most of the investors look for.

For me, that means a thoughtful approach to tax - efficient index funds and proper asset allocation.

Using a target - date fund in conjunction with other investments changes your asset allocation and means you're likely to take on too much or too little risk to meet your retirement savings goals.

It then means you are selecting the funds that go with that asset allocation, and that you are rebalancing it yourself at least annually.

Every bank offering includes a family of funds that are meant to operate as a standalone portfolio, with a target asset allocation and automatic rebalancing to that target, available to retail investors through the branch mutual fund sales force.

Rebalancing is the technical asset allocation term that basically means this: At certain pre-defined intervals, you reshuffle asset class (mutual fund) amounts back to their original recommended asset allocation weights.

This means investors trying to use intelligent asset allocation strategies to reduce risk, will have their efforts thwarted by mutual fund managers buying too much of the types of stocks they shouldn't be.

Not using it as it is, means you're going to change something (names of asset classes used, mutual funds used, allocation weights, the number of asset classes, input different returns based on different time frames, etc.).

Mutual Funds are exactly that a plural word meaning more than one mutual fund and to be exact a «portfolio» of Mutual Funds is the true meaning when by all accounts there is some type of balance or asset allocation.