The investment seeks capital appreciation. The fund allocates 65% to 95% of its assets in equities and 5% to 35% in fixed income securities. It invests mainly in equity securities (growth or value ...
Any mutual fund scheme that invests in stocks can’t be considered as safe. It also cannot avoid volatility and losses totally ...
At the time of curating their portfolio, investors tend to weigh the pros and cons of different mutual fund categories. One mutual fund may be the right fit for you based on your risk appetite and ...
AUSTIN, TX / ACCESS Newswire / November 18, 2025 / Kensington Asset Management is proud to announce the Kensington Dynamic Allocation Fund (KAGIX) has reached its five-year anniversary, exceeding $1.2 ...
Years ago, when financial advisors had a monopoly on asset allocation decisions, fees ran rather rich. Lately, though, with a surge in the number of index-based products promising to deliver asset ...
Much more than breaking news, our diverse reporting digs deeper with unparalleled insights that empower you to make better informed decisions. Become a Forbes member and get unlimited access to ...
According to the report, during the long bull market from 1982 to 2007 investment managers moved away from asset allocation, focusing instead on individual manager selection at the asset class level.