Within US equities, the AI/momentum pause and broader US stock market performance benefited portfolio results for the quarter. Read more here.

Individual investors’ allocations to bonds increased while stock and cash allocations decreased in the January AAII Asset ...

Dynamic asset allocation adjusts your portfolio based on macroeconomic trends to optimize returns and manage risk, offering flexibility in varying market conditions.

The BlackRock ESG Capital Allocation Term Trust offers diversified equity and fixed-income exposure. Learn more about its ...

The investment seeks long-term growth of capital and, secondarily, current income. The fund is a "fund of funds" that seeks to achieve its investment objective by investing primarily in mutual funds ...

Allocation Balanced fund seekers may want to consider taking a look at BlackRock Global Allocation A (MDLOX). MDLOX bears a Zacks Mutual Fund Rank of 3 (Hold), which is based on various forecasting ...

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 ...

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 ...

Vanguard Wellesley Income’s VWIAX experienced managers wield a proven process rooted in fundamental research. Paired with low fees, this fund is an excellent choice for investors seeking an ...

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 ...

AUSTIN, TX / ACCESS Newswire / November 18, 2025 / Kensington Asset Management is proud to announce the Kensington Dynamic Allocation Fund (KAGIX) has reached its five-year anniversary, exceeding $1.2 ...

DALLAS, Oct. 7, 2025 /PRNewswire/ -- The Highland Global Allocation Fund (NYSE: HGLB) ("HGLB" or the "Fund") today announced an addition to the Fund's portfolio management team. Effective October 7, ...