Sentence examples for allocation fund from inspiring English sources

ONE very stock-heavy global allocation fund is Ivy Asset Strategy, with 80 percent in equities.

The gap in what Morningstar calls the "conservative allocation fund" is.3% per year.

So began a 10-year process to embed ESG – and particularly environmental concerns – deep within the pension fund's investment strategy, asset allocation, fund manager selection and performance monitoring.

A fairer comparison, he said, would have been the Markman Aggressive Allocation fund, an equity fund that returned 240percentt pretax during the five years.

His Fairholme Allocation fund, which now holds 14.8 percent in cash, has outperformed, soaring almost 34 percent in the first nine months this year.

Dennis Stattman, who has been a manager at the BlackRock Global Allocation fund for more than 20 years, describes the current environment as "a particularly tough time".

Under historical allocation, funds are allocated according to past year's expenditures adjusted by inflation and efficiency changes.

Another criticism of world allocation funds is their expense.

Holders of less volatile conservative allocation funds suffered only a 0.3percentt annual deficit.

Big runs of strength and weakness are common for world allocation funds.

Analysts like the idea of world allocation funds, but they often express reservations and caveats.