Skip to Content
US Videos

3 Reasons Your Asset Allocation May Not Be What It Appears

Tax effects, maneuvers by your active fund managers, and the global sales of multinational companies can impact your actual portfolio exposures.

Jason Stipp: I'm Jason Stipp for Morningstar.

Asset allocation is one of the most important decisions you'll make about your portfolio, but even with a carefully crafted asset allocation plan, your actual allocations might not exactly be what they appear to be.