5 ms·
A couple thoughts - re: managed funds or what you're getting in a particular fund. Our style maps for each fund (shown in the bottom right of any fund detail
by bpm11 13y ago
A couple thoughts -
re: managed funds
or what you're getting in a particular fund. Our style maps for each fund (shown in the bottom right of any fund detail screen) break down how a fund is behaving relative to the overall market, showing % weights in 30 different sectors. Sectors at present are only as granular as small cap growth, emerging markets, international value, etc. but it's a start. We'll make it more granular over time.
Re: Allocations
The models will not adjust (ie. decrease beta) like target date funds over time. The various models are meant for personal risk tolerance more than time to retirement.