Balanced advantage funds are recommended for new investors due to their dynamic portfolio management, adjusting equity ...

BlackRock's Balanced Fund posted a -0.22% return in Q1 2026, outperforming its benchmark. Read the full analysis for more ...

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 ...

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 ...

The Global Tactical Asset Allocation Fund posted a total return of -0.03% for the quarter, compared with -1.90% for the Fund's Asset Allocation Blend Index. Read more here.

The fund, which is a fund of funds, normally the advisor intends to obtain exposure to equity securities (and certain other instruments) in an amount equal to 20% of its assets and exposure to ...

The absolute returns are plotted on a monthly basis for the timeframes which are selected below, from the start date as selected to the left. With these monthly rolling returns, one can compare how ...

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 ...

Mutual funds reduced cash holdings by over Rs 10,000 crore in May to Rs 1.87 lakh crore, representing 4.24% of total assets.

Morningstar and Lipper plan to release style categories later this quarter for asset allocation funds designed for defined contribution plans. The new categories are significant because most research ...

Recent market turmoil has given traditional allocation funds a chance to prove they're still relevant. Between the equity market's peak on July 20, 2015, and its trough on Feb. 11, 2016, the large-cap ...