A single mutual fund which tries to accomplish the goals of asset allocation...
A mutual fund that splits its investment assets among stocks, bonds and other vehicles in an attempt to provide a consistent return for the investor.
A mutual fund that typically includes a mix of stocks, bonds and cash equivalents to meet its objective. This type of fund allows you to diversify among classes with one investment. Over time, fund managers reallocate the fund's assets based on changing market conditions with the objective to keep the asset allocation percentages steady despite the market's fluctuations.
A mutual fund that, as market conditions change, reapportions its investments among the major asset classes (cash investments, bonds, and stocks).
These funds split investments between stocks, bonds, and money market instruments or cash. The manager will switch the percentages of holdings in each asset category according to the performance of that group.
A fund that invests in a variety of asset classes, including domestic and foreign stocks and bonds, money market instruments, precious metals, and real estate. Some asset allocation funds maintain a relatively fixed allocation between asset classes, while others actively alter the mix as market conditions change.
Similar to a Balanced fund, but typically without specific minimums and maximums for asset classes. The portfolio manager will move funds among equity, money market and fixed income securities according to the economic outlook.
a mutual fund that diversifies its holdings in stocks, bonds and maybe even other mutual funds
a mutual fund that invests in a variety of assets such as foreign securities, domestic U
a mutual fund that seeks both current income and capital growth
Income and capital appreciation are dual goals for funds with this objective. Managers often use a flexible combination of stocks, bonds and cash; some, but not all, shift assets frequently based on analysis of business-cycle trends.
A mutual fund which invests in a variety of assets, most often stocks, bonds, money market securities and, occasionally, gold bullion. Vanguard's Asset Allocation fund invests solely in the component stocks of the S&P 500 index, long-term U.S. Treasury bonds, and cash.
An "all-in-one" mutual fund that includes stocks, bonds, and cash equivalent assets in its portfolio.
A common trust fund or mutual fund that spreads its portfolio among a wide variety of investments, including domestic and foreign stocks and bonds, government securities, and real estate stocks. This gives small investors far more diversification than they could get allocating money on their own. Some of these funds keep the proportions allocated between different sectors relatively constant, while others alter the mix as market conditions change.
At GMO, an Asset Allocation Fund provides asset allocation through investment in other GMO Trust mutual funds.
A MUTUAL FUND / UNIT TRUST (known in some countries as unit trust) that allocates investments across various asset classes, including shares, bonds, and cash and equivalents. Asset allocation funds are generally differentiated by the way they allocate their investments between these asset classes. Relatively conservative funds tend to place a larger proportion of their investments in asset classes with historically lower risk/lower return whereas aggressive funds tend to place a greater emphasis on asset classes with higher risk/higher return potential.
A mutual fund that, as market conditions change, consistently rebalances its investments among the major asset classes (stocks, cash, and bonds).
A single mutual fund which tries to accomplish the goals of dividing investments among different kinds of assets to optimize the risk/reward trade-off based on an individual's specific situation and goals.
