How To Stop COVID-19 From Derailing Your Retirement
Justin Kuepper
|
Let’s take a look at a few key pieces of advice to stop...
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To learn more about target-date funds, click here.
In response, an increasing number of funds have begun making changes. To address the “incomplete” issue, TDFs have been adding new assets into their portfolios, such as real estate, gold and junk bonds. These products offer a variety of risk/return profiles with lower correlations to traditional asset classes, and can help deliver better diversified portfolios with improved risk-adjusted returns.
While investors appreciate the low-cost nature of passively-managed index funds, they also appreciate the flexibility to make adjustments to their TDFs based on current market conditions. To address this concern, some fund providers have begun incorporating active funds back into the mix. This gives fund managers the ability to tilt the portfolio based on interest rate risks, equity valuations or any other reason they feel could impact shareholder returns.
This is where alternative asset classes can help. A portfolio of large-cap, small-cap and foreign equities could be considered diversified, but these classes still have relatively high correlations to each other. Real estate and gold, for example, are much less correlated to equities and respond very differently to economic conditions. These kinds of assets can provide important risk-management benefits for investors nearing retirement or worried about severe market declines. Including these products in TDF glide paths can help address the needs of a more diverse investor base.
For a listing of alternative funds, click here.
Click here for some things you should know before investing in alternative funds.
Be sure to check our News section to keep track of the recent fund performances.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let’s take a look at a few key pieces of advice to stop...
News
Iuri Struta
|
Most equities have continued their rally these past two weeks, along with investment-grade...
Aaron Levitt
|
While tax-gains harvesting takes some planning to implement, it can help save investors...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
To learn more about target-date funds, click here.
In response, an increasing number of funds have begun making changes. To address the “incomplete” issue, TDFs have been adding new assets into their portfolios, such as real estate, gold and junk bonds. These products offer a variety of risk/return profiles with lower correlations to traditional asset classes, and can help deliver better diversified portfolios with improved risk-adjusted returns.
While investors appreciate the low-cost nature of passively-managed index funds, they also appreciate the flexibility to make adjustments to their TDFs based on current market conditions. To address this concern, some fund providers have begun incorporating active funds back into the mix. This gives fund managers the ability to tilt the portfolio based on interest rate risks, equity valuations or any other reason they feel could impact shareholder returns.
This is where alternative asset classes can help. A portfolio of large-cap, small-cap and foreign equities could be considered diversified, but these classes still have relatively high correlations to each other. Real estate and gold, for example, are much less correlated to equities and respond very differently to economic conditions. These kinds of assets can provide important risk-management benefits for investors nearing retirement or worried about severe market declines. Including these products in TDF glide paths can help address the needs of a more diverse investor base.
For a listing of alternative funds, click here.
Click here for some things you should know before investing in alternative funds.
Be sure to check our News section to keep track of the recent fund performances.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let’s take a look at a few key pieces of advice to stop...
News
Iuri Struta
|
Most equities have continued their rally these past two weeks, along with investment-grade...
Aaron Levitt
|
While tax-gains harvesting takes some planning to implement, it can help save investors...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...