Sentences with phrase «set asset mix»

Some funds maintain a set asset mix, while others grow more conservative over time.

If you'd prefer a fund that maintains a set asset mix, a LifeStrategy ® Fund can help you reach other financial goals.

Start by setting an asset mix, not picking funds.

Not exact matches

The PRC sets ranges for the balanced asset mix and makes tactical adjustments based on bottom - up forecasted returns, relative valuations and an assessment of economic and market data.

In these funds, the manager sets and maintains a fixed asset mix.

Accordingly, they advised money managers to focus squarely on setting and maintaining a suitable asset mix.

In these funds, the manager sets and maintains a fixed asset mix.

It describes when and how changes to the portfolio will be made: for example, it could specify that your asset mix should be rebalanced to its original allocation on a set date each year.

For the money you've set aside to invest, however, the answer to being too busy, nervous or unhappy shouldn't be cash, but rather your long - term asset mix.

If you don't feel you're up to creating your own stocks - bonds allocation, then you might consider investing in a target - date retirement fund or managed account, options that set and manage an asset mix for you.

The primary objective of the Fidelity Fund Portfolios — Income is to provide a representation of just one way you might construct a portfolio of Fidelity mutual funds, designed for the purpose of providing a focus on interest and dividend income, over a range of long term risk levels, which are consistent with the asset allocations of a (sub) set of Fidelity's Target Asset Mixes (Tasset allocations of a (sub) set of Fidelity's Target Asset Mixes (TAsset Mixes (TAMs).

A key driver for getting it right is setting an appropriate overall asset allocation that fits your personal circumstances — particularly, in getting the right mix between fixed income and equity, but also in specifying the types of equities and fixed income.

Changing the set mix of asset allocation, intentional or not, would cause the portfolio to perform under a different level of risk incompatible with an investor's stated investment goals and could hinder his or her wealth growth.

The timing of portfolio rebalancing can be based on either a calendar date or a set target about the changing weights of the current asset allocation from those of the original mix (for example, if an asset class differs by more than 5 % of the original allocation).

Set a suitable asset mix.

Answer: Generally referred to as a «set it and forget it» approach, the asset mix automatically changes as the Beneficiary gets older and closer to going to college.

Kudos to Vanguard for sticking to the core asset classes in these funds, for using traditional cap - weighted indexes, and for setting a long - term asset mix that won't change based on economic forecasts.

The other thing that I can't get over is that, despite my having consistently said investing is about setting and maintaining a suitable asset mix, minimizing costs and turnover, and rebalancing when things get out of kilter, there are still so many callers who press me for a forecast of some kind.

If a pre-existing investment portfolio (a set mix of asset classes funded with specific investment vehicles) exists before one invests in it, then it's a Model Portfolio.

It works well if your goal is to have a set mix of asset classes (like 70 % bonds / 25 % stock / 5 % cash portfolio), without having an asset allocator program tell you what your mix should be.

If a set mix of asset classes in a portfolio exists before an investor's risk tolerance is determined, then that allocation mix is usually called a Model Portfolio.

Properly set up, this system might represent a viable hedge: a mix of fossil carbon in the ground, and land for «green» energy could protect asset values and corporate survival.

REDICO's experience in all asset classes (office, retail, entertainment, multifamily, industrial, medical office) provides the knowledge and skill - set to develop and manage a successful mixed - use project.