Tilt Fund

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Dictionary Says

Definition of 'Tilt Fund'

A fund developed when an institution compiles a core holding of stocks that mimic a benchmark type index such as the S&P 500 to which additional securities are added to help tilt the fund toward outperforming the market. These funds are typically used by major investors in an effort to enhance overall investment returns. The right mix/tilt of stocks provides both safety and performance.
Investopedia Says

Investopedia explains 'Tilt Fund'

Managers use tilt funds to obtain accelerated returns from their investments while maintaining a certain level of safety. Therefore, while tilt funds have the potential to outperform the broader market, the risk they take on to achieve superior returns is considered to be fairly low.  

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'Tilt Fund'

  • 2 Global Funds with a Large-Cap Tilt

    http://stocks.investopedia.com/stock-analysis/moneyshow/2GlobalFundswithaLarge-CapTilt.aspx
    ... that tilt directly toward that type of a company and certain managers that look
    to buy that. Jason Good: For example, a Vanguard Dividend Appreciation Fund we ...

  • Williston Basin Mid-North America Fund Levered To Bakken

    http://stocks.investopedia.com/stock-analysis/2010/Williston-Basin-Mid-North-America-Fund-Levered-To-Bakken-CRR-BEXP-OAS-CLR-WLL1019.aspx
    ... might make the fund seem like a regular mutual fund that invests in the overall
    energy sector, the company's positions show a pronounced tilt toward companies ...

  • Understanding The Mutual Fund Style Box

    http://www.investopedia.com/articles/basics/06/stylebox.asp
    ... the credit for the style box, most major North American mutual fund companies and ...
    a tendency to purchase value stock would be labeled "core with a value tilt". ...

  • The One, Two, Three Commodity Knock-Out

    http://stocks.investopedia.com/stock-analysis/2008/The-One-Two-Three-Commodity-Knock-Out-IGE-MOO-DBC1202.aspx
    ... products. Currently, the fund holds 141 stocks with a heavy tilt toward oil
    and natural gas. Consumable fuels makes up 70% of the index. ...

  • The Year Of The Dragon Roars

    http://stocks.investopedia.com/stock-analysis/2012/The-Year-Of-The-Dragon-Roars-FXI-GXC-ECNS-HAO0216.aspx
    ... However, the fund may not be the best choice. That heavy tilt towards the SOEs gives
    the Chinese government real control of its underlying holdings. ...

  • The Global Titans of Tomorrow

    http://stocks.investopedia.com/stock-analysis/2009/The-Global-Titans-of-Tomorrow-DGS-EWX-BRF-HAO1030.aspx
    ... Investors can choose to tilt their portfolios towards individual companies such
    as ... WisdomTree's Emerging Markets Small Cap Dividend Fund (NYSE:DGS), true to ...

  • Eric Sprott Is Very Bullish On Gold And Energy

    http://stocks.investopedia.com/stock-analysis/2012/Eric-Sprott-Is-Very-Bullish-On-Gold-And-Energy-PSLV-PHYS-VDE-IEZ-MATS0124.aspx
    ... The fund tracks 167 different energy firms and charges a dirt-cheap 0.19 ... Retail
    investors who follow his advice and tilt their portfolios accordingly, could see ...

  • Bulk Up with These 3 Steel ETFs

    http://stocks.investopedia.com/stock-analysis/moneyshow/BulkUpwithThese3SteelETFs.aspx
    ... This fund also is relatively liquid, trading close to 150,000 shares a day. ... Like
    SLX, PSTL is market-cap-weighted, meaning that its holdings tilt toward the ...

  • Retirement Planning: Troubleshooting And Catching Up ...

    http://www.investopedia.com/university/retirement/retirement7.asp
    ... the process difficult, but fortunately there are ways that you can tilt the odds ...
    do this) into the investment account you are building your retirement fund with ...

  • Balance Your Assets for a Choppy Market

    http://stocks.investopedia.com/stock-analysis/moneyshow/BalanceYourAssetsforaChoppyMarket.aspx
    ... We come from a value bias and we generally try to fill our core with competent,
    balanced-fund managers, equity incomes and the historic global-allocation ...

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