Unmanaged Portfolio


Also found in: Dictionary.

Unmanaged Portfolio

A portfolio into which a money manager or investor places securities and then does not change those securities for a significant period of time. For example, an investment manager may buy all of the stocks on the Dow Jones Industrial Average and hold them for a period of five or 10 years. Money managers of unmanaged portfolios seek to have a well diversified set of securities. See also: Indexing, Passive investing, Value investing.
References in periodicals archive ?
A UIT is an investment vehicle which consists of a professionally selected unmanaged portfolio of securities which are held for a predetermined period of time.
Both the Russell 2000 Value and Russell 2000 Indices are not securities that can be purchased or sold, and their total returns are reflective of an unmanaged portfolio.
Example: Over 2 years, our unmanaged Portfolio of 20+ stocks that we have recommended has Outperformed the S&P 500 by over 50%.
The S&P/BARRA Indices are unmanaged portfolios derived from the S&P 500 Index, which is itself an unmanaged portfolio of 500 widely held stocks.
Fidelity's new FRoGS are designed to provide monthly income and preservation of principal through a fixed and unmanaged portfolio of U.