Markets: Global equity markets advanced through the third quarter of 2025 as tariff anxieties gradually eased, central banks ...

All underlying fund holdings added to absolute return. Within equities, US large-cap and US value equities posted the largest ...

With gold and silver prices soaring, experts recommend multi-asset allocation funds. These funds offer diversification across ...

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 ...

The Franklin Founding Funds Allocation Fund is a balanced fund between stocks and fixed income and falls into Morningstar’s Allocation – 70 percent to 85 percent equity category. This category ...

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 ...

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

Ares Dynamic Credit Allocation Fund (ARDC) declares $0.1125/share monthly dividend. Forward yield 10.04% Payable Jan. 30; for ...

In 2025, manufacturing funds underperformed due to high small-cap exposure, despite strong gains in large-cap stocks.