Sentences with phrase «slightly higher allocation»

You may consider investing in all caps with a slightly higher allocation to mid / small cap over the next few years.

You may consider one balanced fund, one large cap fund and one diversified equity fund, with slightly higher allocation to balanced & large cap fund.

He may also in same funds with slightly higher allocation (amount) to mid-cap fund, as the mentioned goals are long - term ones.

Dear Vishal, Franklin HGF can be considered as a multi cap oriented fund, but with slightly higher allocation to large cap stocks.

On average, charter schools receive a slightly higher allocation of state funding than traditional public schools.

Not exact matches

The 75/25 strategy slightly outperformed the 60/40 portfolio with higher volatility, but that's to be expected given the higher allocation to stocks.

I will cover some of these materials below, but in sum the changes in relation to Special Education and English Language Learners mostly concern schedules and professional development; the revised budget and enrollment model call for a slightly smaller school, lower (lead) teacher / student ratios, higher special education teacher ratios (and lower special education assistant ratios), designates Bilingual Resource Teacher and Specialist allocations (these were folded into other categories in the January version), a slightly smaller school, and a 5 year budget shortfall that increases from $ 58,681.36 to $ 516,157.01; the Data Update does little but relabel unrealistic «Goals» as «Aspirations.»

And, in fact, if you go to a lower initial withdrawal rate, say, 3.5 % or 3 %, you see much the same effect — that is, very high stock allocations don't boost the probability that your savings will last and may even slightly reduce the odds (although, of course, the chances of one's nest egg lasting at least 30 years are higher all around at lower withdrawal rates).

Investment Grade Bond Funds: Looking over my options for the «cash» while deciding on longer term allocations, I decided to take advantage of the slightly higher yield in investment grade bonds.

A larger allocation to equities will allow further growth and a slightly higher withdrawal rate.

Higher expected returns in your stock portfolio can then allow you to take a more conservative overall asset allocation, which can provide the same expected returns, but with slightly lower risk.