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

Learn about the latest shifts in investment allocations: stocks rise to 67.5%, bonds dip to 15.9%, and cash holdings fall to ...

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 ...

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 ...

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, ...

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 ...

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 ...

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.