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.

Asset Allocation Fund

A mutual fund with a portfolio mixing stocks, bonds, and cash equivalents in different types of securities. This is done to diversify the fund and avoid the volatility in any one market. There are three basic types of asset allocation funds. Balanced funds maintain a more-or-less fixed ratio of stocks and bonds. Life-cycle or target date funds start with higher-risk investments, but move toward lower-risk as the investor approaches some pre-determined date, usually retirement. Finally, life-style funds are actively managed according to an investor's or broker's specifications and market conditions.
References in periodicals archive ?
Natixis Global Asset Management has announced the launch of the ASG Dynamic Allocation Fund (DAAFX), a global asset allocation mutual fund managed by AlphaSimplex Group Llc.
Business, management, health care, math, engineering, and decision science specialists from the US and Taiwan discuss applications to inpatient rehabilitation facilities; patient volume in a large hospital system; estimation of penalty costs in service industries; price dynamics and investor beliefs; studying investment information to reduce investors' disposition effect; US cotton prices; and the total net asset value of an asset allocation mutual fund.
More specifically, it includes a no-load, low-cost asset allocation mutual fund, a lower minimum investment of $500, ongoing access to investing tips, education and a special new website to manage the investor's new plan - all online.
Scot has been instrumental in helping RiverFront establish itself as a leading provider of global tactical asset allocation mutual fund and separate account portfolios.
21, 1996--Phoenix Duff & Phelps recently announced a name change to its Total Return Fund, a $330 million, flexible asset allocation mutual fund.
Canning to the position of portfolio manager of the Phoenix Total Return Fund, a flexible asset allocation mutual fund with a 14-year track record.
He is also co-manager of the large cap equity portion of Managed Series Trust, Federated's asset allocation mutual fund product.
PEAK II Plus is a discretionary asset allocation mutual fund program for clients with a minimum of $75,000 to invest.
RiverFront serves as sub advisor to the ALPS FIT Series Trust to offer a series of global asset allocation mutual funds.
today announced the launch of the TCW LifePlan Fund Series, a group of four asset allocation mutual funds combining the best of the firm's equity and fixed-income investment strategies.
RiverFront has partnered with ALPS to offer a series of global asset allocation mutual funds.
The four asset allocation mutual funds are offered through Thrivent Financial's network of 2,500 registered representatives.