Sentences with phrase «similar allocation»

Most actively managed funds contain cash and bonds so you have to compare their allocation to index funds with similar allocations.

IAK has a similar allocation to Attractive - or - better stocks, but also holds 30 % Unattractive - or - worse rated stocks vs. 20 % for KIE.

Depending on individual circumstances, a similar allocation may not be suitable for all investors.

Just look at HDFC Balanced Fund, a fund with a similar allocation and profile but expenses at 0.82 % (as of Nov 2017, direct plan).

Interestingly, the S&P Target Tuition Inflation Index, that aims to grow with tuition inflation over the long term, has a similar allocation to TIPS as in the latter part of S&P STRIDE.

He uses a similar allocation in his RRSP with the exception of a few bonds.

If my relatives had invested into the E-series of four funds in similar allocations (TD CDN Bond, CDN Index, US Index & INT Index) to date they would have cumulatively returned (without rebalancing) 15.11 %.

For convenience, I'll assume a similar allocation for the rest of the ETF portfolio.

Then instruct your Rep to buy a similar allocation of Vanguard Index funds.

If you file a personal injury lawsuit, the jury may make a similar allocation of fault for your accident.