Building a balanced mutual fund portfolio is not a matter of trying to find the best fund and a means of extracting the best return from it. Constructing a balanced ...

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

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 ...

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

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 ...

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

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 ...

CI Global Asset Management(“CI GAM”) today launched the CI Asset Allocation+ ETF Funds (the “Funds”), a suite of low-cost, diversified portfolios with the “plus” of an allocation to non-traditional ...

Bandhan Multi Asset Allocation Fund crosses Rs 2,700 crore AUM in two years, delivering strong returns. The scheme’s ...

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, ...

With the rise of alternate asset classes, investors have a choice across large cap funds and hybrid funds like multi cap funds. While large cap funds are pure equity funds with focus on the large cap ...