There are plenty of choices in the Allocation Balanced category, but where should you start your research? Well, one fund that might be worth investigating is PIMCO All Asset A (PASAX). PASAX holds a ...

Quant Multi Asset Allocation Direct Plan has emerged as a top performer in its category. It ranks No.1 across 3, 5 and ...

1 Asset Allocation Blend Index consists of 60% MSCI All Country World Index and 40% Bloomberg U.S. Aggregate Bond Index. The MSCI All Country World Index is calculated net of foreign tax withholdings.

The fund underperformed its benchmark, the Index Asset Allocation Blended Index, during the second quarter. The fund's stock allocation performed in line with the S&P 500 Index, while the fixed income ...

The investment seeks total return greater than that of GMO Global Asset Allocation Index, an internally maintained index computed by GMO, consisting of 65% MSCI ACWI and 35% Bloomberg U.S. Aggregate ...

The investment seeks to maximize total return. The fund seeks to achieve its objective by investing in a broad range of both traditional asset classes (such as equity and fixed income investments) and ...

After a volatile 2025 marked by weak equity returns and sharp mid- and small-cap corrections, mutual fund investors are ...

Choosing to invest in mutual funds is often linked to long-term financial planning rather than short-term market movements ...

The article explains how fear-driven cash hoarding and overconfidence in equities can undermine long-term investment goals, ...

An analysis of one-year performance of active funds launched in 2024 revealed that the top performing funds came from ...

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 ...