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Find out how often the fund reduces its stock allocation.
It is the first time Ms. Cohen has reduced the stock allocation since January 1999.
Mr. Kerschner recommends a stock allocation of 89 percent; Ms. Cohen suggests 75percentt.
"You really have to do your homework upfront and be comfortable with the stock allocation".
Eventually, though, he says, such a portfolio should return to a more typical stock allocation.
He says the fund's seemingly high stock allocation isn't abject bullishness.
Similar(19)
For those people, he reduced their stock allocations — for good.
They typically said their stock allocations would shrink by 10 percentage points.
The case against Invemed grew out of the NASD investigation into new stock allocations at Credit Suisse First Boston, NASD said.
Some funds have a much heavier tilt toward stocks, and the companies justify their higher stock allocations by ticking off statistics about how people are living longer.
Before the market's sharp downturn, Warren McIntyre, a financial planner in Troy, Mich., typically reduced his clients' stock allocations by about 1percentt each year.
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