All underlying fund holdings added to absolute return. Within equities, US large-cap and US value equities posted the largest ...

Allspring Index Asset Allocation Fund beat its benchmark in Q3 2025 through effective tactical positioning. Review the ...

Wealth advisers Kirtan Shah and Nisreen Mamaji said hybrid fund categories differ mainly by asset allocation and risk ...

Active management is based on the belief that skilled managers can generate alpha through market insight and tactical ...

The investment seeks the highest level of long-term total return. The fund is a "fund of funds" meaning that it seeks to achieve its investment goal by investing its assets primarily in other funds, ...

Multi-asset funds provide exposure to a diverse range of asset classes, offering a high degree of diversification typically ...

Overview: A mutual fund’s success depends on patience, balanced asset allocation, and disciplined long-term planning rather ...

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 ...

Discover the benefits and drawbacks of target-date funds for retirement savings, and learn how they can fit into your financial strategy.

Morningstar periodically makes changes to the Morningstar Category system, and a number of updates took place at the end of April 2016. [Ed. Note: The changes will be fully reflected on ...

The total allocation for confidential funds in the 2026 General Appropriations Act (GAA) was reduced to P11.6 billion from ...