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Ic Brucker Charles D. Curtis Vice President & Treasurer Ted T. Cecala Edward W. Diffin Jr. Vice President & Secretary Robert J. Christian Louis Klein Jr. Anna M. Bencrowsky Chief Compliance Officer John J. Quindlen Joseph M. Fahey Jr. Vice President Mark A. Sargent Clayton M. Albright Vice President CUSTODIAN ASSET ALLOCATION FUNDS Wilmington Trust Company 1100 North Market Street, Wilmington, DE 19890 AGGRESSIVE ASSET ALLOCATION MODERATE ASSET ALLOCATION INVESTMENT ADVISER AND ADM.

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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.

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

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

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.

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.

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.

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.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232