Tech stocks have boomed as companies have made huge investments in AI, lifting many funds with big tech holdings. The diversified US stock fund with the largest tech weighting is the Needham Small Cap ...

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 ...

1 Asset Allocation Blend Index consists of 60% MSCI All Country World Index and 40% Bloomberg U.S. Aggregate Bond Index. The MSCI All Country World Index is calculated net of foreign tax withholdings.

If you have been looking for Allocation Balanced fund category, a potential starting could be Janus Henderson Balanced T (JABAX). JABAX holds a Zacks Mutual Fund Rank of 3 (Hold), which is based on ...

In Q1, Columbia Adaptive Risk Allocation Fund Institutional Class shares returned 2.46%, outperforming the Global 60/40 ...

Investors weighing commodity exposure can choose between gold and silver ETFs, commodity mutual funds, and multi-asset ...

In March 2019, the Fund's Board of Trustees (the "Board") approved a level distribution policy (the "Level Distribution Policy") under which the Fund makes monthly distributions to stockholders at a ...

DALLAS, Oct. 7, 2025 /PRNewswire/ -- The Highland Global Allocation Fund (NYSE: HGLB) ("HGLB" or the "Fund") today announced an addition to the Fund's portfolio management team. Effective October 7, ...

Asset allocation involves distributing investments across various asset classes to manage risk and return. Common categories ...

Gold is on track for its second-best performance in the last 50 years, trailing only the 1979 rally. After nearly three quarters, the yellow metal is up over 43%, as investors hedge against ...