Mutual Fund Risk Based Investing Portfoliomvincik2019-12-19T09:18:10+00:00
Mutual Fund Risk Based Portfolio
AMP portfolios will be invested in no to very low cost Fidelity mutual funds and ETFs
This spectrum of asset allocation models available in the AMP Program is designed to serve investor profiles suggested by an institutional adviser.
Geode Capital Management, LLC’s (“Geode”) outcome‐driven asset allocation models seek to provide risk‐adjusted returns over a market cycle in a cost effective and efficient manner. Geode attempts this by constructing portfolios using a mix of domestic stock, foreign stock, and fixed income mutual funds and exchange traded funds, with the inclusion of allocations to sub‐asset classes and minimal required cash positions.
Models range from 20% Equity/80% Fixed Income, to 85% Equity/15% Fixed Income.