Conservative investment options
The fund’s conservative investment strategy will cause it to lag in risk-based rallies, but the Committee agreed they prefer a more conservative approach in this category and would like to consider other fixed income options that may be more aggressive, such …
[DOC File]SECTION B - Wisconsin
* Except the Bank Savings and Checking Account Investment Options. Three Target-Risk Investment Options (5 – 10 years+ time horizon) Growth Option Investment goal is for growth and some income. 56% Domestic Equity. ... Conservative Option Investment goal is for current income and some growth. 21% Domestic Equity. 9% International Equity. 55% ...
WDC investment options range from conservative fixed and bond funds to more aggressive mid/small cap and international equity funds. The WDC also offers a self-directed brokerage account through the Charles Schwab Personal Retirement Account option. The pie chart to the right illustrates participant deferrals by asset class in 2003.
[DOC File]IPS Template - ERISA - TIAA
Each of these options follows its own asset allocation path ("glide path") to progressively reduce its equity exposure, increase fixed investments, and become more conservative over time. Options may not reach their most conservative allocation until after their target date.
Conservative Static | NEST Direct 529 College Savings Plan
Proposing investment options according to established criteria in this investment policy statement. ... that offers investment diversification incorporating an allocation that progresses from more aggressive to more conservative as the participant approaches a given target retirement date. Guidelines:
[DOCX File]Slide 1
Investment Objectives:. Considering the varied attitudes, goals, expectations, investment time horizons, and risk tolerance levels of the Plan’s participants, the Plan will offer a broad array of investment options across the capitalization and style spectrum that allow participants to build portfolios consistent with their needs and objectives.
There are many investment options for each of the state’s 529 plans. Each state offers a minimal risk option featuring money market investment securities. This is an excellent investment choice for beneficiaries that are either near college age or in college.
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