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 fund has returned 16.92 percent over the past year, 12.49 percent over the past three years, 6.30 percent over the past five years and 7.49 percent over the past decade. The fund uses two levels ...

Tech stocks have boomed as companies have made huge investments in AI, lifting many funds with big tech holdings. The diversified US stock fund with the largest tech weighting is the Needham Small Cap ...

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.

If you're looking for a Allocation Balanced fund category, then a potential option is Plumb Balanced (PLBBX). PLBBX carries a Zacks Mutual Fund Rank of 3 (Hold), which is based on various forecasting ...

Allspring Asset Allocation Fund underperformed its custom benchmark, a blend of the Russell 3000 Index (45%), the MSCI ACWI ex USA (Net) (20%), and the Bloomberg U.S. Aggregate Bond Index (35%), ...

The investor who started a SIP into a multi-asset fund two years ago didn't need to predict interest rates or time gold's ...

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 ...

DALLAS, Oct. 7, 2025 /PRNewswire/ -- The Highland Global Allocation Fund (NYSE: HGLB) ("HGLB" or the "Fund") today announced an addition to the Fund's portfolio management team. Effective October 7, ...

Did you know that Vanguard has one of the oldest mutual funds still in existence? It’s called the Vanguard Wellington Fund ...

Gold is on track for its second-best performance in the last 50 years, trailing only the 1979 rally. After nearly three quarters, the yellow metal is up over 43%, as investors hedge against ...