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Definition

Asset Class

A category of investments sharing similar characteristics and risk profiles.

Written by Jere Salmisto·Reviewed by CalcFi Editorial·Last verified: 2026-05-13
TL;DR

Asset Class is A category of investments sharing similar characteristics and risk profiles. Used in investing.

What Is Asset Class?

An asset class is a category of investments with similar characteristics, legal structures, and behavior. Major asset classes include: stocks (equity ownership), bonds (debt securities), real estate, commodities (oil, gold, agricultural products), and cash. Each asset class has different risk/return profiles; stocks are riskier but offer higher long-term returns; bonds are stable but lower-returning. Asset classes often move differently (low correlation), making diversification across classes effective for risk reduction. Different asset classes suit different investors: young investors typically favor stocks; retirees favor bonds and income-generating assets.

Related Terms

Diversification
Spreading investments across different assets to reduce overall portfolio risk.
Portfolio
The collection of all investments held by an individual or institution.
Asset Allocation
The distribution of portfolio investments among stocks, bonds, cash, and other asset classes.

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