Sentence examples for conservative allocation from inspiring English sources
"I needed to have a more conservative allocation".
Holders of less volatile conservative allocation funds suffered only a 0.3 percent annual deficit.
Morningstar Inc. recently tried to help investors by creating two new categories, moderate allocation and conservative allocation.
Depending on how they invest, Morningstar will classify them as "conservative allocation," "moderate allocation," "aggressive allocation" or "world allocation" funds, all niches in the balanced-fund category.
Morningstar Inc. classifies it as a conservative allocation fund, meaning that it keeps 20 to 50percentt of its assets in stocks and 50 to 80percentt in fixed-income securities and cash.
The Quarterly Performance table last Sunday in the Mutual Funds Report, Part 2 of this section, misstated returns for the conservative allocation category of funds and listed funds from another category incorrectly as its best performers.
Morningstar's conservative-allocation category holds income-oriented funds with sizable bond holdings.
To be sure, making a major and permanent shift to a much more conservative asset allocation strategy can make a real difference in your overall risk profile.
He also says that in order for investors to control their risk exposure they should consider a more conservative asset allocation, with a larger focus on fixed income and less on equities.
Even if you decide you need a more conservative asset allocation (with more bonds or cash equivalents and fewer stocks), you can do it within your individual retirement account or 401 k), without incurring the tax on retirement account withdrawals, plus a possible 10% early withdrawal penalty.
