Indonesian sovereign wealth fund Danantara is preparing to farm out its first allocations to hedge fund managers later this ...

If you've been stuck searching for Allocation Balanced funds, consider Fidelity Asset Manager 50% (FASMX) as a possibility. FASMX holds a Zacks Mutual Fund Rank of 2 (Buy), which is based on various ...

While target-date funds have their perks — they’re streamlined, hands-off investments with built-in diversification — they’re ...

The AAII Asset Allocation Survey has been conducted monthly since November 1987. Click here to read about the latest results.

The Franklin Founding Funds Allocation Fund is a balanced fund between stocks and fixed income and falls into Morningstar’s Allocation – 70 percent to 85 percent equity category. This category ...

The investment seeks to maximize total return, consisting of capital appreciation and current income. The fund will invest in securities and derivatives to gain exposure to equity, fixed income, and ...

Over the quarter, Thrivent Multisector Bond Fund slightly decreased exposure to securitized bonds, while adding to Treasuries ...

Quant Multi Asset Allocation Fund delivered 19.3% CAGR returns over the last one year and 21.4% CAGR over three years, according to ACE MF data on August 4.

For Comparison's Sake Dumb mutual fund investors were once the media rage. Hand-wringing articles carped that their collectively poor decisions would hurt other market participants, because newbie 401 ...

The absolute returns are plotted on a monthly basis for the timeframes which are selected below, from the start date as selected to the left. With these monthly rolling returns, one can compare how ...

My colleague Amy Arnott recently wrote an article in which she argued investors ought to consider rebalancing their portfolios. Her reasoning was sound―stocks have run up, other asset classes haven’t ...