Lifestyle 2010
Lifestyle 2010
What does the fund invest in?
Each Lifestyle portfolio is a pre-mixed fund, investing in
assets in the U.S. and abroad. Each portfolio combines a
blend of stock, bond and money market investments
seeking to produce competitive returns over a set period
of time. The portfolios change their investment mix
gradually as they approach their target dates.
The names of the lifestyle funds are based on when
investors anticipate withdrawing money from the portfolio.
For example, the Lifestyle 2010 fund is geared toward
investors who plan to withdraw their money in the year
2010. Investors choose which portfolio best suits their
individual investment horizon and risk tolerance level.
Why invest in a lifestyle fund?
One of the most important decision investors make is
choosing the right mix of stocks, bonds and money
market investments. The lifestyle portfolios are designed
to provide a simple way of making this decision. The four
lifestyle funds are intended for investors seeking a
professionally managed approach to asset allocation.
Each portfolio offers an investment strategy for a range of
investors, from conservative to aggressive.
Since each lifestyle fund is well-diversified and
professionally managed, it as possible to consider using
it as a complete asset allocation strategy. They can also
serve as the core of a portfolio in tandem with other funds
to reflect a more conservative or aggressive investment
need.....
What does the fund invest in?
Each Lifestyle portfolio is a pre-mixed fund, investing in
assets in the U.S. and abroad. Each portfolio combines a
blend of stock, bond and money market investments
seeking to produce competitive returns over a set period
of time. The portfolios change their investment mix
gradually as they approach their target dates.
The names of the lifestyle funds are based on when
investors anticipate withdrawing money from the portfolio.
For example, the Lifestyle 2010 fund is geared toward
investors who plan to withdraw their money in the year
2010. Investors choose which portfolio best suits their
individual investment horizon and risk tolerance level.
Why invest in a lifestyle fund?
One of the most important decision investors make is
choosing the right mix of stocks, bonds and money
market investments. The lifestyle portfolios are designed
to provide a simple way of making this decision. The four
lifestyle funds are intended for investors seeking a
professionally managed approach to asset allocation.
Each portfolio offers an investment strategy for a range of
investors, from conservative to aggressive.
Since each lifestyle fund is well-diversified and
professionally managed, it as possible to consider using
it as a complete asset allocation strategy. They can also
serve as the core of a portfolio in tandem with other funds
to reflect a more conservative or aggressive investment
need.....
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Friday, April 2, 2010
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