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Webster's New World Finance and Investment Dictionary » automatic rebalancing
automatic rebalancing
automatic rebalancing definition - finance
A portfolio-management process in which
investments that have appreciated are sold in order to take a profit and the
profits are reinvested into sectors that are out of favor. Automatic
rebalancing helps investors keep the asset allocation of their portfolios in line
with their stated investment goals. Often, automatic rebalancing is used for
managing mutual funds, retirement accounts and variable annuities.
Webster's New World Finance and Investment Dictionary Copyright © 2003 by Wiley Publishing, Inc., Indianapolis, Indiana.
Used by arrangement with John Wiley & Sons, Inc.
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