The Allspring Asset Allocation Fund outperformed its benchmark in Q1 2026 despite market volatility. Read the full analysis ...

The Hartford Moderately Aggressive Allocation Fund (I Share) outperformed its benchmark during the period. Read more here.

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 ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Retirement ...

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 ...

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 ...

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 ...

PFSL Fund Management Ltd. ("PFSL"), the investment fund manager and trustee of the Primerica Concert™ Allocation Series of Funds (the "Concert™ Funds"), announced today that, in the course of an ...

Asset allocation refers to the process of splitting an investment portfolio among different asset classes. In practice, this means determining what percentage of a portfolio will be invested in ...

Multi-asset allocation mutual funds have emerged as the star performers among hybrid schemes, delivering the highest returns over both one-year and three-year periods, according to a recent analysis ...