Statements (58)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
Investment Fund
|
| gptkbp:aimsTo |
Income
Capital Appreciation |
| gptkbp:canBe |
gptkb:Exchange-Traded_Fund_(ETF)
gptkb:Mutual_Fund Open-End Fund Closed-End Fund |
| gptkbp:hasEvents |
Financial Goals
|
| gptkbp:hasFunding |
Asset Allocation
|
| https://www.w3.org/2000/01/rdf-schema#label |
Balanced Fund
|
| gptkbp:isAvailableIn |
Financial Advisors
Brokerage Firms Various Share Classes |
| gptkbp:isBasedOn |
Risk-Adjusted Returns
|
| gptkbp:isChallengedBy |
Interest Rate Changes
|
| gptkbp:isConsidered |
Moderate Investment Option
|
| gptkbp:isCounteredBy |
Economic Conditions
|
| gptkbp:isDesignedFor |
Investment Goals
|
| gptkbp:isEvaluatedBy |
Alpha
Performance Metrics Beta Sharpe_Ratio |
| gptkbp:isManagedBy |
Portfolio Manager
|
| gptkbp:isOftenMadeWith |
gptkb:Target_Date_Fund
Income Generation Wealth Accumulation Retirees Young Professionals Long-Term Investors Income Fund Balanced Investors Conservative_Investors Growth_Fund |
| gptkbp:isOftenUsedIn |
401(k) Plans
IRA Accounts |
| gptkbp:isPartOf |
Investment Portfolio
|
| gptkbp:isPopularAmong |
Institutional Investors
Individual Investors |
| gptkbp:isRegulatedBy |
gptkb:Securities_and_Exchange_Commission
|
| gptkbp:isSubjectTo |
Market Risk
Liquidity Risk Interest Rate Risk Tax Implications |
| gptkbp:isSuitableFor |
Moderate Risk Tolerance Investors
|
| gptkbp:isUsedFor |
Retirement Accounts
Taxable Accounts |
| gptkbp:mayHave |
Diversification
Volatility Fixed Income Securities Management Fees Equity Securities Expense Ratios Dividend Payments Inflation Protection International_Investments |
| gptkbp:mayOffer |
Automatic Rebalancing
|
| gptkbp:specializesIn |
Bonds
Stocks |