Sentences with phrase «percentage of its assets across»
Each TDP allocates a different percentage of its assets across the Intel plan's various Investment Funds with each TDP becoming more conservative as it nears its maturity date.
https://www.planadviser.com/ Not exact matches
That's why we hold over 200 individual investment positions in Strategic Growth, why we diversify across industries, why I left complete put option coverage underneath the Fund's portfolio even in response to a favorable shift in our measures of market action two weeks ago (now neutral), why the dollar value of our shorts never materially exceeds our long holdings, and why even in the most favorable conditions, the Fund can establish leverage only by investing a small percentage of assets in call options (never on margin).
An asset allocation represents the investor's choice of broad asset classes and the percentages distributed across the categories.
When I use such tools as Morningstar's Instant X-ray to check the asset allocation of my mutual funds, what I use are the market value of each fund and the tool will take the face values to determine the percentage of each asset class across the entire portfolio.
Fund managers and investors often diversify their investments across asset classes and determine what percentages of the portfolio to allocate to each.