Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market ...

PIMCO Dynamic Income Fund excels with a 14%+ yield, dynamic asset allocation, and PIMCO's active management. Read more on PDI ...

Janney Montgomery Scott LLC raised its position in shares of Ares Dynamic Credit Allocation Fund, Inc. (NYSE:ARDC – Free Report) by 98.2% in the fourth quarter, according to its most recent Form 13F ...

Building a balanced mutual fund portfolio is both an art and a science. By clearly defining your goals, diversifying ...

Multi-asset allocation funds are investment vehicles or asset classes that diversify across various different asset classes.

The open-ended dynamic asset allocation scheme has recently marked its fifth anniversary with an AUM of Rs. 388 crore as of December 31, 2024.

Adjusting asset-class exposure based on changing market conditions sounds good in theory but usually doesn’t work.

While these longer-term rates remain elevated, it is an opportune time to review your fixed income allocation.

Balanced Advantage Funds, also known as dynamic asset allocation funds, provide a smart investment solution for those who want to invest in both equity and debt instruments. By dynamically managing ...

The Samco Dynamic Asset Allocation Fund Direct Growth has an AUM of 612.82 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.72%.

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not ...