Within US equities, the AI/momentum pause and broader US stock market performance benefited portfolio results for the quarter. Read more here.

Dynamic asset allocation adjusts your portfolio based on macroeconomic trends to optimize returns and manage risk, offering flexibility in varying market conditions.

Individual investors’ allocations to bonds increased while stock and cash allocations decreased in the January AAII Asset ...

Allocation Balanced fund seekers may want to consider taking a look at BlackRock Global Allocation A (MDLOX). MDLOX bears a Zacks Mutual Fund Rank of 3 (Hold), which is based on various forecasting ...

The MFS Moderate Allocation Fund is a target-risk fund that is balanced between stocks and fixed income. The fund falls into Morningstar’s Allocation – 50 percent to 70 percent equity category. This ...

Vanguard Wellesley Income’s VWIAX experienced managers wield a proven process rooted in fundamental research. Paired with low fees, this fund is an excellent choice for investors seeking an ...

In March 2019, the Fund's Board of Trustees (the "Board") approved a level distribution policy (the "Level Distribution Policy") under which the Fund makes monthly distributions to stockholders at a ...

AUSTIN, TX / ACCESS Newswire / November 18, 2025 / Kensington Asset Management is proud to announce the Kensington Dynamic Allocation Fund (KAGIX) has reached its five-year anniversary, exceeding $1.2 ...

The (Class A Shares, Load Waived) outperformed its blended benchmark, the 60% Russell 1000 Index and 40% Bloomberg U.S. Aggregate Bond Index for Q4 2025.

ETFs have taken market share away from mutual funds. However, there are some advantages to mutual funds, especially in ...

DALLAS, Oct. 7, 2025 /PRNewswire/ -- The Highland Global Allocation Fund (NYSE: HGLB) ("HGLB" or the "Fund") today announced an addition to the Fund's portfolio management team. Effective October 7, ...