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What exactly is an allocation fund?? I've been wondering this and trying to research them. Any insight would be valuable.

THANKS!
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Greetings Ryan,

What exactly is an allocation fund??

An allocation fund would an investment company created under the 1940 Investment company act, ie a fund, with the intent of having a given mixture of various assets that are subject to change, ie an allocation.

They typically are labelled Asset Allocation funds are tend to be a mix of stocks and bonds that change depending on the manager's style and market performance. Another name would be Life Cycle funds if you're looking at say Markman's Multi-funds or Vanguard's LifeStrategy fund of funds.

Any insight would be valuable.

Sites like www.morningstar.com tend to have much more fund information than TMF, fyi.

JB
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If you want another reference http://www.mutual-funds.com/mfmag/stories/2002/february/one_stop.html is a link to an article about them.

HTH,
JB
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