Tactical Asset Allocation (TAA) is an active management portfolio strategy which re-balances holdings to take advantage of market prices and strengths.

If you'd held all your assets in an S&P 500 index fund, your net worth would have taken a big hit that year. (It's worth noting, though, that long-term investors who held on regained those losses.) ...

Building a strong financial future often starts with smart planning and informed decisions. One of the key strategies ...

An asset allocation fund is a type of mutual fund or exchange-traded fund that owns a mix of stocks, bonds and other asset classes. These funds aim to strike a balance between risk and return by ...

Navigating Market Volatility By David Modzelewski In April 2025, a significant policy shift left investors unsettled as the S ...

Quantum Multi-Asset is a fund-of-funds (FoF) with dynamic allocation across equity, debt, and gold. Thus, while some schemes are equity-heavy, others are more debt-oriented.

Multi-asset allocation funds are a type of mutual fund that pools investors’ money and invests in assets across various segments such as stocks, bonds, gold, and sometimes in alternative ...

Strategic vs. Dynamic Asset Allocations. Asset allocation involves allocating investment portfolios among different asset classes, such as cash, bonds, stocks, derivatives and mutual funds.

For example, a "to" target-date 2045 fund might have a glide path that results in an asset allocation of 0% stocks and 100% bonds and short-term funds in 2045, whereas a “through” 2045 target ...

With a target date fund, you don't need any understanding of asset allocation at all to get the right investment mix -- but you can expect to pay higher fees than if you built your portfolio yourself.

In this excerpt from the new book ‘How to Retire,’ Christine Benz discusses in-retirement asset allocation with author and financial historian William Bernstein. Christine Benz Oct 14, 2024 ...

See Fidelity Asset Manager® 50% Fund ... Manager Geoff Stein helms all the Fidelity Asset Manager asset-allocation funds. He took that post in 2005, but has been with Fidelity since 1994.