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

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.

As markets swing, your mutual fund portfolio can drift from its original goals and risk profile. Rebalancing helps restore ...

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.

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 ...

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 ...

Mutual funds through the multi-asset category offer diversification by investing across various asset classes, minimizing risk, and enhancing portfolio stability. Managed by professionals, these ...

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.

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.

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 ...

Within fixed income, interest rate volatility picked up early in the quarter after a third consecutive hot inflation print sent the 10-year U.S. Treasury rate back up to 4.7%.

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