Markets: Global equity markets advanced through the third quarter of 2025 as tariff anxieties gradually eased, central banks ...

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

The investment seeks a balance between long term capital appreciation and high current income, with an emphasis on income. The fund, which is a fund of funds, normally obtains exposure to equity ...

Vanguard Target Retirement Funds hold varying blends of both U.S. and international stocks of various sizes, as well as U.S.

Individual investors’ allocations to stocks decreased while bond allocations increased and cash allocations were unchanged in ...

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 ...

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 ...

The S&P 500 will likely continue its growth in 2026. But after three years of robust gains, diversification will be crucial.

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 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 significantly boosted their cash holdings by Rs 14,539 crore in 2025. The total cash in portfolios reached Rs ...