1. Am I achieving a balance between growth and value as well as keeping my asset mix within my targets? 2. Burton, whose appointment as head of the largest U.S. public pension fund took effect Saturday, calls finding the right asset mix the biggest challenge facing his administration. 3. He said BHP is examining existing businesses and investments to ensure the company has the right asset mix. 4. If one type of investment performs much better than another, the asset mix may get out of balance and need some tuning. 5. It requires fund trustees to formally set investment strategies and ensure that the asset mix of an underlying portfolio produces enough cash to meet liabilities. 6. Kathleen Hartman, a Morningstar analyst, looked at the asset mixes of both lifestyle and life-cycle funds and created blended indexes to match them against. 7. Other investors might want to rebalance to insure that their asset mix remains consistent with their financial goals. 8. The asset allocation mix for each Freedom fund will change gradually over time, becoming increasingly conservative as they approach their target maturity dates, Fidelity said. 9. The asset mix starts aggressively and becomes more conservative as the fund nears its target date. 10. The differences between the funds are largely in their asset mix. |