An asset allocation fund diversifies investment portfolios across multiple asset classes like stocks, bonds, and cash. Learn ...

Learn how blend funds differ from balanced funds regarding asset mix and investment strategy. Gain insights into choosing the ...

Any mutual fund scheme that invests in stocks can’t be considered as safe. It also cannot avoid volatility and losses totally ...

The investment seeks to provide capital growth through a diversified asset allocation strategy. The Portfolio invests in a combination of underlying funds, which are actively managed funds or ...

For 4Q25, Macquarie Balanced Fund Institutional Class shares underperformed the Fund’s equity benchmark, the S&P 500 Index. Read more here.

Retail assets in balanced funds totaled over CAD 735 billion by the end of 2023. This represents a growth of roughly CAD 135 billion over the last five years, nearly all attributable to capital ...

Sterling Capital is an asset management firm established in 1970 and based in Charlotte, NC, managing $77 billion in assets as of Sept. 30, 2025. It offers active equity, fixed-income, and asset ...

Expense ratios per the current prospectus: Class A**: Net: 1.38%, Total: 1.43%; Class R6**: Net: 1.03%, Total: 1.08%; Class Y**: Net: 1.13%, Total: 1.18%. Performance ...

Asset allocation is a way for investors to meet their financial objectives while keeping their risk in check and ensuring they remain on the right path to reach their goals. While there are many ...

Mutual funds remain one of the simplest ways for investors to gain diversified exposure to financial markets while benefiting from professional management. Instead of ...