Statements (131)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:fund
gptkb:financial_institutions |
| gptkbp:adjusts_asset_allocation |
Over Time
|
| gptkbp:available_at |
gptkb:financial_institutions
brokerage accounts retirement accounts Brokerage Accounts online trading platforms Through Retirement Accounts |
| gptkbp:can_be_leveraged |
inverse ETFs
leveraged ETFs |
| gptkbp:can_be_purchased_on_margin |
gptkb:true
|
| gptkbp:can_be_sold_short |
gptkb:true
|
| gptkbp:can_be_used_for |
hedging
asset allocation hedging strategies speculation portfolio rebalancing income generation |
| gptkbp:can_be_used_in |
401(k) Plans
|
| gptkbp:can_include |
International Investments
|
| gptkbp:characteristic |
traded on stock exchanges
typically tracks an index, commodity, or basket of assets can be bought and sold throughout the trading day generally has lower fees than mutual funds offers diversification can be passively or actively managed generally lower expense ratios than mutual funds may have tax advantages provides diversification |
| gptkbp:has_target_date |
Specific Year
|
| gptkbp:has_tax_advantage |
capital gains distributions are typically lower than mutual funds
|
| gptkbp:has_type |
international ETFs
thematic ETFs bond ETFs commodity ETFs inverse ETFs leveraged ETFs sector and industry ETFs index ETFs |
| gptkbp:held_in |
stocks
commodities bonds currencies |
| https://www.w3.org/2000/01/rdf-schema#label |
fund
|
| gptkbp:introduced_in |
gptkb:1993
|
| gptkbp:investment_strategy |
Glide Path
|
| gptkbp:is_available_in |
international markets
multiple countries various currencies various asset classes Various Investment Vehicles Various Share Classes thematic investments Different Asset Classes sector-specific investments |
| gptkbp:is_considered |
a flexible investment option
a passive investment vehicle A Convenient Investment Option A Fund of Funds a liquid investment option A Diversified Investment A Long-Term Investment Strategy A Passive Investment Option a cost-effective investment choice a transparent investment vehicle A Set-and-Forget Investment |
| gptkbp:is_designed_for |
gptkb:urban_area
|
| gptkbp:is_designed_to |
Reduce Risk Over Time
Align with Retirement Goals |
| gptkbp:is_evaluated_by |
Performance Metrics
Risk Tolerance performance metrics Investment Performance Expense Ratios dividend yield expense ratios liquidity measures tracking difference |
| gptkbp:is_managed_by |
Investment Strategies
Investment Managers Investment Guidelines asset management firms asset management companies |
| gptkbp:is_often_compared_to |
Target Risk Funds
|
| gptkbp:is_often_used_in |
Financial Advisors
Retirement Planning Pension Plans College Savings Plans Goal-Based Investing Achieve Retirement Income Younger Investors |
| gptkbp:is_part_of |
Asset Allocation Strategy
|
| gptkbp:is_popular_among |
Retirement Savers
|
| gptkbp:is_popular_in |
gptkb:Wealth_Management
retirement planning Defined Contribution Plans institutional investing retail investing |
| gptkbp:is_rebalanced |
Periodically
|
| gptkbp:is_regulated_by |
gptkb:Securities_and_Exchange_Commission
gptkb:Securities_and_Exchange_Commission_(SEC) Securities and Exchange Commission (SEC) in the USA |
| gptkbp:is_subject_to |
Market Fluctuations
Regulatory Oversight Market Risk Investment Risks market risk management fees tracking error liquidity risk trading commissions bid-ask spreads |
| gptkbp:is_targeted_at |
Specific Age Groups
|
| gptkbp:is_used_by |
financial advisors
pension funds institutional investors individual investors retail investors hedge funds |
| gptkbp:is_used_for |
investment purposes
|
| gptkbp:may_have |
Tax Implications
|
| gptkbp:may_have_higher_fees |
Compared to Other Funds
|
| gptkbp:often_includes |
gptkb:Bonds
Stocks |
| gptkbp:provides_access_to |
Mutual Fund Companies
|
| gptkbp:suitable_for |
Long-Term Investors
|
| gptkbp:traded_on |
major stock exchanges
|
| gptkbp:bfsParent |
gptkb:James_Harris_Simons
gptkb:Entrepreneur |
| gptkbp:bfsLayer |
3
|