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Multi-asset allocation funds outshine peers, drive AUM growth in hybrid category; should you invest?
Multi-asset allocation mutual funds have emerged as the star performers among hybrid schemes, delivering the highest returns over both one-year and three-year periods, according to a recent analysis ...
The investment seeks high current income and, as a secondary objective, capital appreciation. The fund invests in a combination of two Fidelity® equity index funds (U.S. and international) and two ...
The MFS Moderate Allocation Fund is a target-risk fund that is balanced between stocks and fixed income. The fund falls into Morningstar’s Allocation – 50 percent to 70 percent equity category. This ...
Investment returns reflect total fund operating expenses, net of all fees, waivers and /or expense reimbursements. Expenses, as stated as of each fund's most recent ...
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These top-performing multi-asset allocation funds delivered over 15% returns in 2025: Check the list
If you are considering investing in a mutual fund, it is recommended that you examine the past returns of that scheme and compare them with those of its peers in the same category. Although past ...
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Copyright © 2025 Insider Inc and finanzen.net GmbH (Imprint). All rights reserved. Registration on or use of this site constitutes acceptance of our Terms of Service ...
To be eligible for the award, managers needed to earn analyst-assigned Morningstar Medalist Ratings of Gold or Silver on at least one fund share class or investment vehicle, as well as a People Pillar ...
In March 2019, the Fund's Board of Trustees (the "Board") approved a level distribution policy (the "Level Distribution Policy") under which the Fund makes monthly distributions to stockholders at a ...
PORT ANGELES — The Clallam County commissioners approved an $800,000 Opportunity Fund allocation to Habitat for Humanity of Clallam County to help cover infrastructure costs for Lyon’s Landing, a ...
Investment returns reflect total fund operating expenses, net of all fees, waivers and/or expense reimbursements. Expenses, as stated as of each fund's most recent prospectus, for 20/80 Fund Inst/Inv ...
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