Sentences with phrase «traditional asset allocation funds»
The traditional asset allocation funds, like James Balanced: Golden Rainbow Retail (GLRBX) and Vanguard Wellesley Income Inv (VWINX) can be found in the categories «Mixed - Asset Target Allocation Moderate» and «Mixed - Asset Target Allocation Conservative,» respectively.
http://www.mutualfundobserver.com/ Not exact matches
They may be your more traditional asset allocation type of funds, where it's a blend of different stocks and bonds, and maybe cash, things like that.
A «traditional» asset allocation for a long - term retirement portfolio is to subtract your age from 100 or 120 (depending on your risk tolerance) and invest that percentage in stock funds.
The rise of the strategy ETFs and tactical asset allocation has some worried that exchange - traded funds are losing their ties to traditional indexing.
The fund's risk - averse managers, asset allocations, and hedging strategies position it as an alternative to traditional 80/20 % or 60/40 % bond / stock portfolios for conservative or Continue reading →
If you'd like a set asset allocation based on the level of risk you're comfortable with, choose from a variety of traditional index or actively managed balanced funds.
«We believe that the traditional asset allocation model of long - only stocks and bonds does not adequately position investors» portfolios for the risks and opportunities in today's global markets,» said Jerry Szilagyi, CEO of Rational Funds.
The concept of an ETF of ETFs finds its roots in traditional target - date and other asset allocation funds that seek to provide simple investment solutions.