Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.

The historical average investment return by asset class for the last 40 years might surprise you. You have many options when choosing a vehicle for your investment dollars and it's important to ...

This week's Chart of the Week comes from the State of Retirement Income Report 2024. It looks at where asset allocation and retirement withdrawal rates meet. What's a safe amount to take out of your ...

The liquidity of this asset class tends to be the lowest of the five. Retail investors sometimes have difficulty understanding the ABS, which can make determining the appropriate allocation a ...

Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our ...

the absence of any such pattern over the past 10 years (see chart) reinforces the importance of asset allocation in building a balanced portfolio. Here’s a quick look at the performance of ...

Transamerica Asset Allocation Growth Fd earns a Below Average Process Pillar rating. The process benefits from the fund's excellent long-term risk-adjusted performance. This can be seen in its ...

US equities remain the lone downside outlier for expected return relative to the market’s history and the various asset classes that comprise GMI. Click to read.

Once the following steps are taken, making asset allocation decisions for how you divide your money between stocks, bonds and/or cash in a way that balances returns and safety according to your ...

The Bandhan Multi Asset Allocation Fund Regular Growth has an AUM of 1814.32 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.99%.