Statements (53)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
Investment Fund
|
| gptkbp:aimsTo |
capital appreciation
income generation |
| gptkbp:canBe |
socially responsible investments
index funds target date funds fund of funds actively managed passively managed tax-efficient balanced funds multi-asset strategies closed-end funds open-end funds customized portfolios low-cost options low-minimum investment options target risk funds |
| https://www.w3.org/2000/01/rdf-schema#label |
Mixed-Asset Funds
|
| gptkbp:investmentFocus |
stocks
bonds cash equivalents |
| gptkbp:is_used_in |
higher returns than bonds
lower volatility than stocks |
| gptkbp:isAvailableIn |
brokerage accounts
financial advisors retirement plans |
| gptkbp:isEvaluatedBy |
performance metrics
risk-adjusted returns |
| gptkbp:isInfluencedBy |
market trends
interest rates economic conditions |
| gptkbp:isRegulatedBy |
gptkb:Securities_and_Exchange_Commission
|
| gptkbp:isSubjectTo |
liquidity risk
|
| gptkbp:isSuitableFor |
retirement accounts
long-term investors |
| gptkbp:isUsedBy |
institutional investors
individual investors |
| gptkbp:managedBy |
portfolio managers
|
| gptkbp:mayHave |
real estate investments
alternative investments international investments management fees expense ratios inflation protection emerging market investments |
| gptkbp:mayOffer |
systematic withdrawal plans
automatic rebalancing |
| gptkbp:provides |
diversification
|
| gptkbp:requires |
due diligence
|
| gptkbp:subject |
credit risk
market risk interest rate risk |