Balancing Fund Overlap

Topics:
Investment Strategy
Tags:
Equity,
Finance,
Financial Services,
Fund,
Investment,
T. Rowe Price Group Inc.
Source:
T. Rowe Price

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Overview: Fund overlap can decrease diversification in your portfolio's equity holdings. People often think that their portfolios are diversified if they own four or five different equity funds, but that's not true if the funds own many of the same investments. Diversifying within broad asset categories, such as growth and value, can prevent one segment of the stock market from disproportionately affecting your portfolio's value. When the economy is in recession, for example, many growth-oriented funds do poorly, while value-oriented funds may perform better.

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Format: PDF | Size: 150KB | Date: Jul 2004 | Pages: 6

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