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 ...

Individual investors’ allocations to bonds increased while stock and cash allocations decreased in the January AAII Asset ...

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 outperformed its benchmark, the Index Asset Allocation Blended Index, during the third quarter. The fund's tactical asset allocation (TAA) trades added to performance over the period. The ...

Explore the advantages of Multi-Asset Allocation Funds (MAAFs) for diversified portfolios, aligning investments with your goals and risk profile.

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 ...

Dynamic asset allocation adjusts your portfolio based on macroeconomic trends to optimize returns and manage risk, offering flexibility in varying market conditions.

Mutual funds significantly increased their investments in Public Sector Undertakings (PSUs) during January, reaching a ...

Mutual funds marginally reduced cash holdings in January while overall equity assets showed mixed movement. Cash as a ...