they’ve actually taken on slightly more risk than both moderate-allocation funds and the 60/40 portfolio while generating lower returns. What’s the reason behind this lackluster track record?

Building a balanced mutual fund portfolio is both an art and a science. By clearly defining your goals, diversifying ...

An efficient frontier is constructed for a variety of risk tolerances and ... Looking at the March 2023 portfolio of the Moderate Investor fund, the allocation differs little from typical category ...

SMArtX delivers award-winning UMA technology through a cloud-native, modular platform for RIAs, Asset Managers, and FinTech ...

S&P 500, The Consumer Staples Select Sector SPDR® Fund, The Health Care Select Sector SPDR® Fund, CBOE Volatility Index. Read Tony Dong's latest article on Investing.com ...

As of January 16, 2025, SMLV had $203.2 million in assets under management, invested in a portfolio of 410 companies, with an average market cap of $1.75 billion. The allocation is concentrated on ...

For most active investment managers, the goal is clear: to achieve consistently strong, long-term outperformance in any ...

In today’s volatile market, navigating through different market cycles can be challenging for most investors. Amidst ongoing ...

The Janus Henderson Multi-Sector Income Fund returned -0.42% and the Bloomberg U.S. Aggregate Bond Index returned -3.06%.

In this piece, we’ll investigate the case of a 40-year-old retail investor who’s starting to see their Apple (NASDAQ:AAPL) ...

Asset allocation is essential for successful investing in mutual funds, involving the distribution of investments across various asset classes. Different strategies like strategic, tactical, dynamic, ...