Allocation Over Time: Life Cycle Mutual Funds

    by John Markese

    Allocation Over Time: Life Cycle Mutual Funds Splash image

    What time is it in your life cycle?

    That’s a key question in the asset allocation decision, because investment objectives—which drive the asset allocation decision—change over one’s lifetime. That means that investors are faced not only with the complicated issue of how to allocate assets at one point in time, but also how to change that allocation over time.

    Too complicated?

    ...To continue reading this article you must be registered with AAII.

    Gain exclusive access to this article and all of the member benefits and investment education AAII offers.
    JOIN TODAY for just $29.
    Log in
    Already registered with AAII? Login to read the rest of this article.

    Register for FREE
    to read this article and receive access to future articles.
    → John Markese