Do you have a specific fund in mind?holding a monolithic fund that rebalances itself on an ongoing basis
VOO (S&P500), for example, doesn't rebalance. (And it's pretty straightforward to beat it using "dispersion" investing. See many examples here. A couple of examples above (splitting VT; splitting VTI) demonstrate this directly.)
LifeStrategy funds, OTOH, rebalance frequently to maintain the target asset class allocation percentages.
Statistics: Posted by HansT — Mon Feb 16, 2026 4:15 pm — Replies 5 — Views 238