Sentences with phrase «weighted asset category»

You'll need to either sell some of your stock investments or purchase investments from an under - weighted asset category in order to reestablish your original asset allocation mix.

Sell off investments from over-weighted asset categories and use the proceeds to purchase investments for under - weighted asset categories

Not exact matches

So while on a macro level you may have the correct asset allocation, you could be heavily weighted in a particular stock or category unknown to you.

San Mateo, CA, February 3, 2010 — For the second consecutive year, Franklin Templeton Investments ranked # 1 out of 48 fund families for its funds» 10 - year performance in Barron's annual review of U.S. - registered mutual fund families.1 Barron's rankings are based on asset - weighted returns in five categories — U.S. equity funds; world equity funds (including international and global portfolios); mixed equity funds (which invest in stocks, bonds and other securities); taxable bond funds and tax - exempt funds — as calculated by Lipper.

Investors construct their portfolios based on investment goals and risk tolerance by assigning appropriate weights to different asset classes and categories (or how much dough should go to each class).

In the three equity fund categories — Indian Equity Large - Cap, Indian ELSS, and Indian Equity Mid - / Small - Cap — the asset - weighted average fund returns were higher than their respective equal - weighted average fund returns over the 10 - year horizon.

In the case of the actively managed equity mutual funds, all the fund categories have higher five - year asset - weighted returns than their respective benchmarks.

Assets categories are assigned pre-determined risk weighting factors.

Again, take the above example; if asset A is up 50 % and asset category B has declined 50 %; an investor may choose to move his target asset allocation (weighting) to reflect the relative risk and potential of each asset.