Markets saw huge volatility in 2025, with analysts predicting its continuation into 2026. Dynamic asset allocation funds, also known as balanced advantage funds, offer a potential solution by ...

The investment seeks total return. The investment objective of the fund is to seek to achieve total return primarily by managing allocations among a broad range of asset classes, and secondarily by ...

Putnam Dynamic Asset Allocation Bal Fund has an average Morningstar Sustainability Rating of 3 globes, indicating that the ESG risk of holdings in its portfolio is similar to that of its peers in the ...

Adaptive Asset Allocation (AAA) offers a dynamic, rules-based portfolio strategy designed to deliver steady returns while minimizing downside risk. AAA stands out for ...

SEI Dynamic Asset Allocation (SIIT) Fund's holdings are exposed to average levels of ESG risk relative to those of its peers in the US Equity Large Cap Blend category, thus earning it an average ...

PIMCO Global Core Asset Allocation Fund offers a dynamic, global asset allocation strategy, blending equities, fixed income, and unique instruments like Total Return Swaps. The fund's inconsistent ...

Given the growing uncertainty across global markets on the back of trade tariffs and geopolitical tensions, mutual fund investors are finding solace in investing in multi asset and dynamic allocation ...

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 ...

You can expect a change in your preferences as you age. What appealed to you in your 20s will most likely not appeal to you as you approach your 60s. A brokerage account is a good place to start, but ...

UK pension schemes are not the most active of asset allocators. While some institutional investors are constantly adjusting their asset allocations in the hope of improving performance or reducing ...