We’ve now covered two
areas in our style box and if you have trouble deciding which way to go, there
is an alternative. Yes there is a third
style box. Blend. Before you think that the portfolio manager
cannot decide which is best, a brief explanation is in order. This style box evolved from the concept that
at times value offers the best return for your money while at times growth
returns dominate investments. Thus, the Blend offers both styes.
So now you have all three
styles for your investments. Value, Growth and Blend. All three can play a role in growing your
monies. It all depends on your
objectives.
VALUE TIP
If you like active management,
the Blend approach may be more suited to your tastes. Here the portfolio manager offers both sides
and switches more often than the other two styles.
Now that we’ve covered the style boxes, we will
next discuss SIZE. Remember to read a prospectus
to understand risks, objectives, fees, charges and taxes on ALL your
investments