The fund employs a 65% equity/35% fixed income allocation, using tactical overlays and diversified affiliated mutual funds for broad asset class exposure. Recent performance outpaced its custom ...
Multi-asset allocation funds deliver strong returns in 2025 as gold and silver rally, AUM jumps 59%, and investors seek ...
1 Asset Allocation Blend Index consists of 60% MSCI All Country World Index and 40% Bloomberg U.S. Aggregate Bond Index. The MSCI All Country World Index is calculated net of foreign tax withholdings.
The monthly inflows in multi asset allocation mutual funds has surged by nearly 41% to Rs 4,982 crore in September. According to market experts, the sharp rise in inflows of multi-asset funds was ...
SunTrust Securities has introduced fee-based, mutual fund asset allocation services for its brokers to aim at retail investors. The Atlanta-based registered broker-dealer affiliate of SunTrust Banks, ...
NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Research Affiliates, LLC, an investment advisor and global leader in smart beta and enhanced indexing, quantitative active equity, and multi-asset products, ...
The investment seeks total return greater than that of GMO Global Asset Allocation Index, an internally maintained index computed by GMO, consisting of 65% MSCI ACWI and 35% Bloomberg U.S. Aggregate ...
Learn everything you need to know about SMI 3Fourteen REAL Asset Allocation ETF (RAA) and how it ranks compared to other funds. Research performance, expense ratio, holdings, and volatility to see if ...
Allocation Balanced fund seekers should not consider taking a look at Thrivent Aggressive Allocation S (TAAIX) at this time. TAAIX possesses a Zacks Mutual Fund Rank of 4 (Sell), which is based on ...
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