Sentences with phrase «original allocation percentage»
This is an easy way to rebalance funds in a 401 (k), by directing new contributions into the investment that's declined from its original allocation percentage.
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Doing this will help to rebalance your portfolio to the original percentage split of your asset allocation, and maintain the level of your risk profile.
In other words, you would buy $ 354.42 more of the International stock index fund and sell $ 107.58 worth of shares of the U.S. stock fund and $ 246.84 of the bonds, so that the percentages return to the original proportions, as shown in the value of the target asset allocation row.
You set initial targets and intermittently rebalance your portfolio as returns alter original asset allocation percentages or your targets change.
Re-balancing options — Many 401 (k) plans offer re-balancing options where the fund company will automatically re-balance your investments based on your instructions or alert you to re-balance once the investments grow a specified percentage from their original allocation.
Subsequently, pension fund allocations to real estate have artificially increased, often to a point beyond their original target percentage, says Dennis Yeskey, national director of real estate capital markets for Deloitte & Touche.