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.) ...

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.

Balanced Fund: Definition, Investment Mix, Examples. By. ... On the downside, the fund controls the asset allocation, not the investor, which might not match an investor's tax-planning strategy.

So how do you balance the fact that you don’t know what’s going to happen in the future, with the need to grow a pot that’s big enough to fund your retirement? This is where asset allocation ...

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 ...

As per the SEBI definition, multi-asset allocation funds are required to invest at least 10% each in a minimum of three asset classes. As a result, ...

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 ...

Wiley Green: Last year, Morningstar rebuilt the categorization framework for asset-allocation funds. The previous system consisted of three main categories, and the new system is an expanded ...

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.