Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

    Support MFO

  • Donate through PayPal

M* Fund Category Definitions (US), April 2023

edited September 2023 in Fund Discussions
M* Fund Category Definitions (US), April 2023

April 28, 2023
Released 9/14/23

* Added Miscellaneous Fixed Income

* Renamed
Allocation—15% to 30% Equity to Conservative Allocation,
Allocation—30% to 50% Equity to Moderately Conservative Allocation,
Allocation—50% to 70% Equity to Moderate Allocation,
Allocation—70% to 85% Equity to Moderately Aggressive Allocation, and
Allocation—85%+ Equity to Aggressive Allocation
Sign In or Register to comment.