Asset allocation — is a term used to refer to how an investor distributes his or her investments among various classes of investment vehicles (e.g., stocks and bonds). A large part of financial planning is finding an asset allocation that is appropriate for a given … Wikipedia
asset allocation mutual fund — A mutual fund that rotates among stocks, bonds, and money market securities to maximize return on investment and minimize risk. Bloomberg Financial Dictionary … Financial and business terms
Dynamic asset allocation — is a strategy used by investment products such as hedge funds, mutual funds, credit derivatives, index funds, principal protected notes (also known as guaranteed linked notes) and other structured investment products to achieve exposure to… … Wikipedia
Global tactical asset allocation — Global Tactical Asset Allocation, or GTAA, is an investment strategy that attempts to exploit short term market inefficiencies by establishing positions in an assortment of markets with a goal to profit from relative movements across those… … Wikipedia
Tactical asset allocation — is a method of investing in which investors modify their asset allocation according to the valuation of the markets in which they are invested. Thus, someone invested heavily in stocks might reduce his position when he perceives that other… … Wikipedia
Asset location — is a term used in personal finance to refer to how investor distribute their investments across taxable and non taxable accounts (e.g., 401(k) or IRAs). In order to maximize performance of a financial portfolio, it is often advised that an… … Wikipedia
Asset Class Breakdown — The relative percentages of core asset classes such as equities, fixed income and cash, along with real estate and international holdings, found within a mutual fund, exchange traded fund or other portfolio. Further breakdowns are sometimes made… … Investment dictionary
Fund Of Funds — A mutual fund that invests in other mutual funds. This method is sometimes known as multi management . A fund of funds allows investors to achieve a broad diversification and an appropriate asset allocation with investments in a variety of fund… … Investment dictionary
Fund Category — A way of differentiating mutual funds according to their investment objectives and principal investment features. This categorization allows investors to spread their money around in a mix of funds with a variety of risk and return… … Investment dictionary
Stock fund — A stock fund or equity fund is a fund that invests in Equities more commonly known as stocks. Such funds are typically held either in stock or cash, as opposed to Bonds, notes, or other securities. This may be a mutual fund or exchange traded… … Wikipedia
