Diversified Portfolio definition

Diversified Portfolio means a Fund which holds a variety of Investments that typically perform differently from one another. A Diversified Portfolio will be less sensitive (have less Volatility) to events in particular markets or sectors as a result of not having Investments concentrated too heavily in any market or sector.
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Diversified Portfolio. A Portfolio for which assets are invested in one or more Portfolio Investments, in accordance with a fixed asset allocation specified for such Portfolio. “Eligible Assets”
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Examples of Diversified Portfolio in a sentence

  • Each Diversified Portfolio will have a different investment strategy.

  • For the five business days prior to an Age-Based Exchange, Contributions that are made to an Age-Based Diversified Portfolio within an Account will be invested in the age-band corresponding to the Designated Beneficiary’s age as of his or her next birthday.

  • Age-Based Exchanges will continue until you are invested in the last age-band in the applicable Age-Based Diversified Portfolio or until the Account assets are withdrawn or otherwise reinvested.

  • By contrast, an age-band of an Age-Based Diversified Portfolio designed for Designated Beneficiaries close to college age will typically invest a smaller portion of its assets in equity Underlying Funds and a greater portion of its assets in fixed income Underlying Funds and/or the Cash Allocation Account.

  • Participants that are state or local governments or tax-exempt organizations described in section 501(c)(3) of the Code may invest in any Age-Based Diversified Portfolio without designating a beneficiary or being subject to the policies described below.

  • This Compensation shall be paid in equal quarterly installment payments on March 6, 2016, June 6, 2016, September 6, 2016 and December 6, 2016.

  • In addition, the assets held within each Age-Based Diversified Portfolio will be invested in different investment sectors depending on the ages of the Designated Beneficiaries assigned to that Portfolio.

  • The assets of each Age-Based Diversified Portfolio are expected to be invested in a combination of Underlying Funds that is periodically adjusted.

  • If the Participant’s Account is currently invested in an Age-Based Diversified Portfolio and the Participant chooses to reinvest in an Age- Based Diversified Portfolio upon changing the Designated Beneficiary, the Program Manager will reinvest such amounts based on the age of the new Designated Beneficiary.

  • For example, an age-band of an Age- Based Diversified Portfolio designed for very young Designated Beneficiaries will typically invest most of its assets in equity Underlying Funds.