Sentence examples for asset allocation funds from inspiring English sources

The phrase "asset allocation funds" is correct and usable in written English.
It can be used when discussing investment strategies or financial products that involve distributing assets among different categories to optimize risk and return.
Example: "Investors often turn to asset allocation funds to achieve a balanced portfolio that aligns with their financial goals."
Alternatives: "investment allocation funds" or "portfolio allocation funds".

Exact(10)

Such funds can resemble either balanced funds, which hold a fairly unwavering ratio of 60percentt equities and 40percentt bonds, or asset allocation funds in which the asset mix fluctuates more, depending on market conditions.

We generally categorize asset allocation funds as balanced funds.

Still, that's a point ahead of the median return among global asset allocation funds.

The Asset Management division offers a range of investment products, from asset allocation funds and structured products to discretionary management mandates for specific asset classes.

When the plans were first offered in the late 1990s, they were criticized for offering too few investment options mostly age-based asset allocation funds.

Some of the well-known studies include those by Kon (1983) and Chang and Lewellen (1984) on mutual funds; Becker et al. (1998) on asset allocation funds; Coggin and Hunter (1993) on equity pension funds; and Chance and Hemler (2001) on professional market-timers.

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Similar(49)

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.

But the concept is making a comeback in a new guise: the asset allocation fund.

They have their LifeStrategy funds, which hold pre-determined allocations with the only variable being the allocation of the 25% piece in Asset Allocation fund, run by Mellon.

USAA has a few equity standouts: USAA Cornerstone Strategy, a stock- oriented asset allocation fund with extremely low volatility, and two top-performing global funds — USAA International and USAA Emerging Markets.

Your recent letter pointed out that the Asset Allocation Fund went to 100% stocks in mid-July right about the timid-July rightet's freefabout

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