BlackRock Global Allocation V.I. Fund achieved a 4.36 percent return during the third quarter of 2025. Review the complete ...

This article explains how multi-cap and flexi-cap funds differ in terms of allocation flexibility, risk profile, and ...

In a volatile 2025 marked by equity corrections and global uncertainty, multi-asset allocation funds quietly emerged as the top-performing mutual fund category. With around 15% YTD returns, strong ...

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 ...

Columbia Threadneedle Investments reports the Thermostat Fund returned 4.23 percent while shifting to a defensive stance.

Any investors hoping to find an Allocation Balanced fund could think about starting with Schwab MarketTrack Allocation Equity Portfolio (SWEGX). SWEGX has a Zacks Mutual Fund Rank of 1 (Strong Buy), ...

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 ...

In March 2019, the Fund's Board of Trustees (the "Board") approved a level distribution policy (the "Level Distribution Policy") under which the Fund makes monthly distributions to stockholders at a ...

NEW YORK, NY / / December 19, 2025 / Ares Capital Management II LLC today announced that monthly fund composition and ...

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 ...