A major reason pension funds are rethinking their asset allocations is an increased exposure to private assets — due, largely, to the denominator effect. Pension plans with private investments have ...

Asset allocation is the composition of your investment portfolio across different asset types and classes, such as stocks and bonds. Stocks and bonds are two headlining ingredients in a successful ...

The following chart from Avantis shows that concentration levels have increased dramatically in recent years, while the levels for the smaller-cap and value indexes have been relatively stable. Note ...

Expense ratios per the current prospectus: Class A: Net: 0.89%, Total: 0.89%; Class R6: Net: 0.56%, Total: 0.56%; Class Y: Net: 0.64%, Total: 0.64%. Performance ...

Should you have an allocation fund in your portfolio? These funds, which combine major asset classes like stocks, bonds, and cash in a single package, can be a great way to start investing. And even ...

This guide was reviewed by a Business News Daily editor to ensure it provides comprehensive and accurate information to aid your buying decision. Entrepreneurs, small business owners and managers need ...