While it is possible to attempt to determine a fund's exposures from a detailed analysis of the securities held by the fund, a simpler approach typically provides more than enough information for ...

When compared against the average fund in the moderate-allocation category, tactical asset-allocation funds have lagged by more than 2 percentage points per year, on average, over the past five years.

Introduction . One doesn’t normally think of PIMCO in terms of equity or international mutual funds, which might explain why their PIMCO Global Core Asset Allocation Fund (MUTF:PGMAX) hasn’t ...

Demystify asset allocation with this comprehensive guide. Learn how to align your portfolio with your financial goals, assess your cash flow needs and build a resilient investment strategy.

Why These Global Asset-Allocation Experts Are Making the Case for US ... Why T. Rowe Price’s Target-Date Funds Have Had a Persistent Overweighting ... the definition of risk is very ...

Returns for target-date and target-risk funds were around 5% for the third quarter, according to Morningstar, Inc. The “Ibbotson Target Maturity Report” for third quarter 2013, covered the performance ...

The six asset allocation mutual funds are designed to suit a range of investor risk tolerances, from conservative to growth. They are based on the CI Asset Allocation ETFs and invest in units of ...