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 ...

Investment returns reflect total fund operating expenses, net of all fees, waivers and /or expense reimbursements. Expenses, as stated as of each fund's most recent ...

The investment seeks high current income and, as a secondary objective, capital appreciation. The fund invests in a combination of two Fidelity® equity index funds (U.S. and international) and two ...

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 MarketWatch News Department was not involved in the creation of this content. Philadelphia, Pennsylvania, Oct. 29, 2025 (GLOBE NEWSWIRE) -- Elm Wealth today announced that its Elm Market Navigator ...

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All data is as of 12/31/2024 unless otherwise indicated. The opinions expressed are those of Weitz Investment Management and are not meant as investment advice or to predict or project the future ...

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To be eligible for the award, managers needed to earn analyst-assigned Morningstar Medalist Ratings of Gold or Silver on at least one fund share class or investment vehicle, as well as a People Pillar ...

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 ...

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 ...