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asset allocation fund

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Financial Dictionary

Asset Allocation Fund - AAF

A mutual fund that splits its investment assets among stocks, bonds and other investment vehicles in an attempt to provide a consistent return for the investor. Also referred to as a "diversification fund".

Investopedia Commentary

In other words, this is a mutual fund that diversifies your assets among different investment products such as stocks, international stocks, corporate bonds, money market securities and cash. This type of fund offers wide diversification in one fund, as opposed to investing in several funds to obtain this.

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See also: Asset Allocation, Blended Fund, Diversification, Mutual Fund

Also spelled: asset allocation funds, aafsAAF

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Financial Dictionary

asset allocation fund

An investment company that varies the proportion of its portfolio devoted to stocks, bonds, and money market securities in order to reduce the variability of returns and to take better advantage of different segments of the securities markets. An asset allocation fund is designed to save individual investors from being required to alter their investment mix in response to changes in market conditions.

Wall Street Words: An A to Z Guide to Investment Terms by David L. Scott.
Copyright © 2003. Published by Houghton Mifflin.
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