An asset allocation fund diversifies investment portfolios across multiple asset classes like stocks, bonds, and cash. Learn ...
1 Asset Allocation Blend Index consists of 60% MSCI All Country World Index and 40% Bloomberg U.S. Aggregate Bond Index. The MSCI All Country World Index is calculated net of foreign tax withholdings.
The fund employs a 65% equity/35% fixed income allocation, using tactical overlays and diversified affiliated mutual funds for broad asset class exposure. Recent performance outpaced its custom ...
Multi-asset allocation funds have delivered strong returns over the past year by smartly diversifying across equities, debt ...
CI Global Asset Management (“CI GAM”) today launched the CI Asset Allocation+ ETF Funds (the “Funds”), a suite of low-cost, diversified portfolios with the “plus” of an allocation to non-traditional ...
If you have been looking for Allocation Balanced fund category, a potential starting could be Fidelity Asset Manager 40% (FFANX). FFANX bears a Zacks Mutual Fund Rank of 3 (Hold), which is based on ...
The investment seeks total return greater than that of GMO Global Asset Allocation Index, an internally maintained index computed by GMO, consisting of 65% MSCI ACWI and 35% Bloomberg U.S. Aggregate ...
The Wealth Company Balanced Advantage Fund by Pantomath Group offers dynamic asset allocation across equity and debt. NFO ...
Kotak Multi Asset Allocation Fund delivered nearly 28 percent returns since March 2025, with silver driving gains over equities, as per Kotak’s disclosure.
Nilesh Shah says judging fund managers by old clips misleads investors. Market views evolve with facts. He cites gold and ...
True Potential has partnered with Amundi, appointing the asset manager as the strategic investment solutions partner for the national adviser’s Growth-Aligned fund range.
Retirement fund body PFRDA has established a committee of investment experts for Strategic Asset Allocation and Risk ...