If 2025 taught us anything, it is that portfolio diversification remains essential. International stocks resurged to beat US stocks, while core bonds delivered their strongest year since 2020.
BlackRock Capital Allocation Term Trust offers a 10.3% forward distribution yield and a portfolio of private investments. BCAT's performance has been modest since inception, underperforming compared ...
Explore the advantages of Multi-Asset Allocation Funds (MAAFs) for diversified portfolios, aligning investments with your goals and risk profile.
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 ...
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 ...
Inflows into multi-asset allocation funds have gone up due to a variety of reasons. Returns of precious metal is just one factor.
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 ...
Within US equities, the AI/momentum pause and broader US stock market performance benefited portfolio results for the quarter. Read more here.
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 ...
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 ...
Multi-asset allocation funds have quietly emerged as strong performers over the past year, especially at a time when markets have seen sharp swings across equity categories. The multi-asset allocation ...
Nigeria’s National Pension Commission (PenCom) has raised the allowable investment limits for ordinary shares across key Retirement Savings Account (RSA) ...