Allspring Index Asset Allocation Fund beat its benchmark in Q3 2025 through effective tactical positioning. Review the ...

Individual investors’ allocations to stocks decreased while bond allocations increased and cash allocations were unchanged in ...

Wealth advisers Kirtan Shah and Nisreen Mamaji said hybrid fund categories differ mainly by asset allocation and risk ...

By allocating investment across assets with varying risk and returns, the effect of market volatility is reduced over long ...

The investment seeks a balance between long term capital appreciation and high current income, with an emphasis on income. The fund, which is a fund of funds, normally obtains exposure to equity ...

Fool Me Once Tactical-allocation funds--investments that readily adjust their asset mixes in response to current market conditions--are a sucker's play. Such funds garner assets after a stock market ...

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 ...

Recent market turmoil has given traditional allocation funds a chance to prove they're still relevant. Between the equity market's peak on July 20, 2015, and its trough on Feb. 11, 2016, the large-cap ...

The objective of asset allocation funds is to provide better-than-benchmark returns with (possibly) lower volatility through superior stock selection and/or successful market timing. The question for ...

Mutual funds significantly boosted their cash holdings by Rs 14,539 crore in 2025. The total cash in portfolios reached Rs ...

NEW YORK, NY / / December 19, 2025 / Ares Capital Management II LLC today announced that monthly fund composition and ...