Learn how blend funds differ from balanced funds regarding asset mix and investment strategy. Gain insights into choosing the ...

Global markets endured a volatile run in 2025, but when the last trades closed on Dec. 31, all the major asset classes posted ...

Asset allocation is a cornerstone of successful investing, especially in mutual funds. It involves distributing investments across various asset classes—such as equities, fixed income, and cash ...

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 ...

Asset allocation is the foundation of smart investing. It refers to how an investor divides their money across different asset classes—such as equities, debt instruments, gold, and cash—based on their ...

Foreign markets continued to rally in March, leading returns for the major asset classes and extending a bullish trend for foreign assets in 2025, based on a set of ETFs. US stocks, US junk bonds and ...