Lifestyle Fund

Filed Under »
Dictionary Says

Definition of 'Lifestyle Fund'

An investment fund featuring an asset mix determined by the level of risk and return that is appropriate for an individual investor. Factors that determine this mix include an investor's age, level of risk aversion, the investment's purpose and the length of time until the principal will be withdrawn.
Investopedia Says

Investopedia explains 'Lifestyle Fund'

Lifestyle funds can feature conservative, moderate or aggressive growth strategies. Aggressive growth lifestyle funds are targeted to investors in their late 20s, while conservative growth lifestyle funds are targeted to investors in their late 50s.

Lifestyle funds are designed to be the main investment in a person's portfolio. The purpose of a lifestyle fund may be defeated if other funds are chosen at the same time because the asset allocation ratio will become distorted.
Search results for

'Lifestyle Fund'

  • Using Age-Based Funds In Your 401(k)

    http://www.investopedia.com/articles/retirement/09/age-based-funds-in-401k.asp
    ... With a lifestyle fund, there are no changes unless the person investing in
    them decides to change into a more or less aggressive fund. ...

  • Target Strategies Often Miss The Mark

    http://www.investopedia.com/articles/retirement/09/target-date-target-risk-strategies.asp
    ... A target date or lifestyle fund is a product sold by a product distributor,
    such as an insurance company or mutual fund company. ...

  • The 401(k) Investor: A Retirement Plan That Works

    http://www.investopedia.com/articles/retirement/11/401k-investing-for-retirement.asp
    ... They figure out how much money they will need to save in order to fund their desired
    retirement lifestyle, and then they save and invest accordingly. ...

  • Mutual Fund Tune-Up Delivers High-Powered Performance

    http://www.investopedia.com/articles/mutualfund/03/051403.asp
    ... Additionally, changes in your lifestyle may warrant a change to your asset allocation
    strategy. ... funds, keep a record of the total cost of each fund at that time ...

  • 8 Reasons To Never Borrow From Your 401(k) Slideshow ...

    http://www.investopedia.com/slide-show/never-borrow-401k
    ... When you can't find any other way to fund your lifestyle than by taking money from
    your future, it's time for a serious re-evaluation of your spending habits. ...

  • 8 Reasons To Never Borrow From Your 401(k) Slideshow ...

    http://www.investopedia.com/slide-show/never-borrow-401k/cushion.aspx
    ... When you can't find any other way to fund your lifestyle than by taking money from
    your future, it's time for a serious re-evaluation of your spending habits. ...

  • 8 Reasons To Never Borrow From Your 401(k) Slideshow ...

    http://www.investopedia.com/slide-show/never-borrow-401k/losing_money.aspx
    ... When you can't find any other way to fund your lifestyle than by taking money from
    your future, it's time for a serious re-evaluation of your spending habits. ...

  • 8 Reasons To Never Borrow From Your 401(k) Slideshow ...

    http://www.investopedia.com/slide-show/never-borrow-401k/time.aspx
    ... When you can't find any other way to fund your lifestyle than by taking money from
    your future, it's time for a serious re-evaluation of your spending habits. ...

  • 8 Reasons To Never Borrow From Your 401(k) Slideshow ...

    http://www.investopedia.com/slide-show/never-borrow-401k/trapped.aspx
    ... When you can't find any other way to fund your lifestyle than by taking money from
    your future, it's time for a serious re-evaluation of your spending habits. ...

  • 8 Reasons To Never Borrow From Your 401(k) Slideshow ...

    http://www.investopedia.com/slide-show/never-borrow-401k/financial_situation.aspx
    ... When you can't find any other way to fund your lifestyle than by taking money from
    your future, it's time for a serious re-evaluation of your spending habits. ...

Related Articles

Partner Links