Portfolio management

Whatever the asset classes within your plan, all of the investment options available are either "actively managed" or "passively managed."

Actively Managed
These portfolios pursue a strategy that uses available information and forecasting techniques to seek performance better than a portfolio that is simply diversified broadly. The portfolio manager attempts to provide value by meeting the portfolio’s objectives while maximizing total return and risk.

Passively Managed
These portfolios, also known as index portfolios, seek to duplicate the performance of a stated market index. The portfolio does not try to give greater total return than the index or provide risk lower than the index. These portfolios may buy all the securities contained in the index or may use sampling techniques that attempt to correspond with the index while holding a fraction of the securities in the index.

» Learn more about the historical performance of investment categories.