Mutual fund and method for allocating assets in a mutual fund

Details Mutual fund and method for allocating assets in a mutual fund Mutual fund and method for allocating assets in a mutual fund

2005-09-15

2010-11-09

Kazimi, Hani (Department: 3691)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Finance

C705S037000

Reexamination Certificate

active

07831495

ABSTRACT:
In an embodiment, an asset allocation mutual fund comprises assets invested, at any one time, substantially 100% in one of stocks, bonds or cash equivalents. As market conditions change, as indicated by changes in the output of stock and bond models, substantially all of the assets may be shifted from one of these three asset classes to another. A method for allocating assets in a mutual fund, among the three asset classes, according to one embodiment includes, first determining whether a buy signal has been given on stocks using a stock model. If a buy signal has been given on stocks, substantially all assets of the mutual fund may be invested in stocks. If a buy signal on stocks is not indicated, it is determined whether a buy signal has been given on bonds using a bond model. If a buy signal has been given on bonds, substantially all assets of the mutual fund may be invested in bonds. If a buy signal on bonds is not indicated, substantially all assets of the mutual fund may be invested in cash equivalents. The method may be repeatedly queried over time to consider re-allocation of assets.

REFERENCES:
patent: 5812987 (1998-09-01), Luskin et al.
patent: 2002/0147670 (2002-10-01), Lange

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