asset allocation mutual fund


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. 2012.

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  • 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 Fund — A mutual fund that provides investors with a portfolio of a fixed or variable mix of the three main asset classes stocks, bonds and cash equivalents in a variety of securities. Some asset allocation funds maintain a specific proportion of asset… …   Investment dictionary

  • Mutual fund — This article is about mutual funds in the United States. For other forms of mutual investment, see Collective investment scheme. A mutual fund is a professionally managed type of collective investment scheme that pools money from many investors… …   Wikipedia

  • Mutual fund separation theorem — In portfolio theory, a mutual fund separation theorem, mutual fund theorem, or separation theorem is a theorem stating that, under certain conditions, any investor s optimal portfolio can be constructed by holding each of certain mutual funds in… …   Wikipedia

  • Mutual-Fund Advisory Program — A portfolio of mutual funds that are selected to match a pre set asset allocation model based on the investor s objectives and offered in a single investment account together with the services of a professional investment advisor. Typically,… …   Investment dictionary

  • 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

  • The Mutual Fund Store — Industry Investment services Founded 1996 Headquarters Overland Park, KS Key people Adam Bold, Founder Chris Braudis, President …   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

  • Chartered Mutual Fund Counselor - CMFC — A professional designation awarded by the College for Financial Planning to financial services professionals who complete a study program and pass an exam covering mutual fund topics. Successful applicants earn the right to use the CMFC… …   Investment dictionary

  • 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