The following table assumes a model portfolio with 10 equally weighted holdings, 9 of which are open-ended funds and one of which is an investment company. Rebalancing is done quarterly to correct a 2% drift.
The following table assumes a model portfolio with 10 equally weighted holdings, 9 of which are open-ended funds and one of which is an investment company. Rebalancing is done quarterly to correct a 2% drift.
Developed by Moore-Wilson