Dynamic asset allocation adjusts your portfolio based on macroeconomic trends to optimize returns and manage risk, offering flexibility in varying market conditions.

Asset allocation spreads your dollars across stocks, bonds and cash based on your goals, age and risk tolerance. Many, or all, of the products featured on this page are from our advertising partners ...

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 ...

Any investors hoping to find a Allocation Balanced fund could think about starting with Fidelity Asset Manager 50% (FASMX). FASMX possesses a Zacks Mutual Fund Rank of 3 (Hold), which is based on ...

A hybrid mutual fund that dynamically allocates assets between debt (fixed-income instruments) and equity (stocks) in response to market conditions is referred to as a Balanced Advantage Fund (BAF).

The BlackRock ESG Capital Allocation Term Trust offers diversified equity and fixed-income exposure. Learn more about its ...

The investment seeks total return. The investment objective of the fund is to seek to achieve total return primarily by managing allocations among a broad range of asset classes, and secondarily by ...

Whether you’re just starting out, saving for retirement, or looking to preserve your wealth, understanding how to allocate your assets wisely is essential. When it comes to building long-term wealth, ...

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 ...

My colleague Amy Arnott recently wrote an article in which she argued investors ought to consider rebalancing their portfolios. Her reasoning was sound―stocks have run up, other asset classes haven’t ...

Multi-asset allocation funds have delivered strong returns over the past year by smartly diversifying across equities, debt ...

If you have been looking for Allocation Balanced fund category, a potential starting could be Fidelity Asset Manager 40% (FFANX). FFANX bears a Zacks Mutual Fund Rank of 3 (Hold), which is based on ...