The MFS Moderate Allocation Fund is a target-risk fund that is balanced between stocks and fixed income. The fund falls into Morningstar’s Allocation – 50 percent to 70 percent equity category. This ...

iShares Core Moderate Allocation ETF is a fund of funds with a 40/60 allocation model in global equity and bond indexes. Its exposure to foreign securities is about 25%, which implies some currency ...

Years ago, when financial advisors had a monopoly on asset allocation decisions, fees ran rather rich. Lately, though, with a surge in the number of index-based products promising to deliver asset ...

The past few years should have been a great time for tactical-allocation funds to prove their worth. These funds aim to vary their asset exposure to take advantage of shorter-term changes in market ...

Benchmark(s)Benchmark 1=Linked Franklin Moderate Allocation Fund Benchmark-NRBenchmark 2=MSCI All Country World Index-NRBenchmark 3=Bloomberg Multiverse Index Performance data quoted represents past ...

After a historic comeback in U.S. stocks over the past month, Wall Street is again caught in volatile trading triggered by worries about a ballooning U.S. deficit. The 30-year Treasury yield hit its ...

A shift in how financial advisors structure client portfolios will drive asset allocation model portfolios to a new $2.9 trillion asset milestone by 2026, predicts a new report from Cerulli Associates ...

Custom Model Assets Are Growing Custom Model Portfolios: What They Are and How They Work How to Customize Portfolio Allocation Models Do’s and Don’ts of Customizing Asset-Allocation Models Our Top ...