Dynamic asset allocation funds are free to invest in equity & debt in a ratio that is managed dynamically (with 0% to 100% in ...

Thorndike, who manages the fund with Ben Inker, says the fund has about 60% of its assets parked in stocks and 40% in bonds.

The Allspring Index Asset Allocation Fund underperformed its benchmark, the Index Asset Allocation Blended Index, during the quarter. The fund’s stock allocation performed in line with the S&P 500 ...

Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.

PGIM India Asset Management has announced the launch of the PGIM India Multi Asset Allocation Fund (MAAF) — an open-ended ...

The fund aims to generate long-term capital appreciation through dynamic asset allocation adjusted to market conditions.

Equity, aimed at long-term wealth creation and growth, Fixed income instruments, to provide potential stability and income ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s asset allocation ...

Subscribe to The St. Louis American‘s free weekly newsletter for critical stories, community voices, and insights that matter. Sign up Lewis Carroll, the author of Alice’s Adventures in Wonderland, ...