Get Wilmington Aggressive Asset Allocation Fund Wilmington Moderate Asset Allocation Fund Wilmington

Short-term investors or those with low risk tolerance would do best with a portfolio containing 50% bonds and 50% stocks. Keep in mind when rebalancing your portfolio that buying and selling investments can incur transaction costs, plus there will be tax considerations on sales.

Your ideal asset allocation is the mix of investments, from most aggressive to safest, that will earn the total return over time that you need. The mix includes stocks, bonds, and cash or money market securities. The percentage of your portfolio you devote to each depends on your time frame and your tolerance for risk.

An asset allocation fund attempts to create an optimal portfolio given an investor's risk tolerance. Asset allocation funds come in potentially endless variations. The funds will all seek optimal diversification, but they all have different mixes of asset classes and follow unique internal rules.

There is no such thing as a perfect asset allocation model. A good asset allocation varies by individual and can depend on various factors, including age, financial targets, and appetite for risk. Historically, an asset allocation of 60% stocks and 40% bonds was considered optimal.

Short-term investors or those with low risk tolerance would do best with a portfolio containing 50% bonds and 50% stocks. Keep in mind when rebalancing your portfolio that buying and selling investments can incur transaction costs, plus there will be tax considerations on sales.

Frequently Asked Questions Fund NameFund CategoryETM RankICICI Prudential Multi Asset FundHybrid# 1 of 15UTI Multi Asset Allocation FundHybrid# 6 of 15HDFC Multi Asset FundHybrid# 2 of 15SBI Multi Asset Allocation FundHybrid# 3 of 151 more row

Many financial advisors recommend a 60/40 asset allocation between stocks and fixed income to take advantage of growth while keeping up your defenses.

The Moderately Aggressive Strategy seeks total return through exposure to a diversified portfolio of primarily equity, and to a lesser extent, fixed income asset classes. ETFs are used as the primary portfolio building blocks for their low cost, liquidity, transparency, and tax efficiency.

Short-term investors or those with low risk tolerance would do best with a portfolio containing 50% bonds and 50% stocks. Keep in mind when rebalancing your portfolio that buying and selling investments can incur transaction costs, plus there will be tax considerations on sales.

Your ideal asset allocation is the mix of investments, from most aggressive to safest, that will earn the total return over time that you need. The mix includes stocks, bonds, and cash or money market securities. The percentage of your portfolio you devote to each depends on your time frame and your tolerance for risk.

An asset allocation fund attempts to create an optimal portfolio given an investor's risk tolerance. Asset allocation funds come in potentially endless variations. The funds will all seek optimal diversification, but they all have different mixes of asset classes and follow unique internal rules.

There is no such thing as a perfect asset allocation model. A good asset allocation varies by individual and can depend on various factors, including age, financial targets, and appetite for risk. Historically, an asset allocation of 60% stocks and 40% bonds was considered optimal.

Short-term investors or those with low risk tolerance would do best with a portfolio containing 50% bonds and 50% stocks. Keep in mind when rebalancing your portfolio that buying and selling investments can incur transaction costs, plus there will be tax considerations on sales.

Frequently Asked Questions Fund NameFund CategoryETM RankICICI Prudential Multi Asset FundHybrid# 1 of 15UTI Multi Asset Allocation FundHybrid# 6 of 15HDFC Multi Asset FundHybrid# 2 of 15SBI Multi Asset Allocation FundHybrid# 3 of 151 more row

Many financial advisors recommend a 60/40 asset allocation between stocks and fixed income to take advantage of growth while keeping up your defenses.

The Moderately Aggressive Strategy seeks total return through exposure to a diversified portfolio of primarily equity, and to a lesser extent, fixed income asset classes. ETFs are used as the primary portfolio building blocks for their low cost, liquidity, transparency, and tax efficiency.

Short-term investors or those with low risk tolerance would do best with a portfolio containing 50% bonds and 50% stocks. Keep in mind when rebalancing your portfolio that buying and selling investments can incur transaction costs, plus there will be tax considerations on sales.

Frequently Asked Questions Fund NameFund CategoryETM RankICICI Prudential Multi Asset FundHybrid# 1 of 15UTI Multi Asset Allocation FundHybrid# 6 of 15HDFC Multi Asset FundHybrid# 2 of 15SBI Multi Asset Allocation FundHybrid# 3 of 151 more row

Many financial advisors recommend a 60/40 asset allocation between stocks and fixed income to take advantage of growth while keeping up your defenses.

The Moderately Aggressive Strategy seeks total return through exposure to a diversified portfolio of primarily equity, and to a lesser extent, fixed income asset classes. ETFs are used as the primary portfolio building blocks for their low cost, liquidity, transparency, and tax efficiency.