Long-Term Growth (LTG)

Long-term growth (LTG) is an investment strategy that aims to increase the value of a portfolio over a multi-year time frame. Although long-term is relative to an investors’ time horizons and individual style, generally long-term growth is meant to create above market returns over a period of ten years or more. Because of the longer time frame, long-term growth portfolios can be more aggressive in holding a larger percentage of stocks versus fixed-income products like bonds. Whereas an intermediate term balanced fund might have 60% stocks to 40%, a long-term growth fund might have 80% stocks and 20% bonds.