Sentences with phrase «term asset allocation targets»

Not exact matches

We believe U.S. Small Cap Equities would be a good asset class to take toward long - term target allocations.

You can use them as part of your long - term approach to lower costs, to reduce tax liabilities, and to achieve a solid and well - targeted asset allocation.

Generally, endowment funds follow a suitably strict policy allocation, which is a set of long - term rules that dictates the asset allocation that will yield the targeted return requirement without taking on too much risk.

At that point, the target asset allocation will include approximately 24 % equity funds, 46 % bond funds, and 30 % short - term funds.

Bottom line: While asset allocations can change over time, as well as the battle for lowest fees, at this time Schwab should serve you well with the combination of a long - term target - date fund and an additional commitment to small - cap value.

This will map out your long - term investment objectives, time horizons, target asset allocation, tax consequences, risk tolerance and investment strategy.

You can use them as part of your long - term approach to lower costs, to reduce tax liabilities, and to achieve a solid and well - targeted asset allocation.

Tactical asset allocation is the process of taking an active stance on the strategic asset allocation itself and adjusting these long - term target weights for a short period of time to capitalize on market or economic opportunities.

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).

The Fund will normally invest at least 80 % of the Fund's assets in a selection of USAA mutual funds and ETFs consisting of a long - term target asset allocation in equity securities.

So, we almost always advise our investors to not try to time the market, to set long - term asset allocation guidelines and every once in a while rebalance their portfolios in line with their long - term targets.

Target Asset Allocation Strategy: Under this investment strategy, you can invest in 2 funds and the company maintains the allocation through the entire policy term by rebalancing it everAllocation Strategy: Under this investment strategy, you can invest in 2 funds and the company maintains the allocation through the entire policy term by rebalancing it everallocation through the entire policy term by rebalancing it every quarter.