By allocating investment across assets with varying risk and returns, the effect of market volatility is reduced over long ...

Discover the benefits and drawbacks of target-date funds for retirement savings, and learn how they can fit into your financial strategy.

James Chen, CMT is an expert trader, investment adviser, and global market strategist. A balanced fund is a mutual fund that typically contains a component of stocks and bonds. A mutual fund is a ...

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 ...

Any investors hoping to find an Allocation Balanced fund could think about starting with Schwab MarketTrack Allocation Equity Portfolio (SWEGX). SWEGX has a Zacks Mutual Fund Rank of 1 (Strong Buy), ...

This article explains how multi-cap and flexi-cap funds differ in terms of allocation flexibility, risk profile, and ...

Expense ratios are based on the fund’s most recent prospectus and include the weighted average expenses of the underlying funds in which the fund invests. The Russell 2000 Index measures the ...