The past few years should have been a great time for tactical-allocation funds to prove their worth. These funds aim to vary their asset exposure to take advantage of shorter-term changes in market ...

The Global Tactical Asset Allocation Fund returned 2.21% in Q4 2025, trailing its benchmark index. Read the full analysis for more details.

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 ...

Any investors hoping to find an Allocation Balanced fund could think about starting with Schwab MarketTrack Allocation Equity Portfolio (SWEGX). SWEGX has a Zacks Mutual Fund Rank of 1 (Strong Buy), ...

The Franklin Founding Funds Allocation Fund is a balanced fund between stocks and fixed income and falls into Morningstar’s Allocation – 70 percent to 85 percent equity category. This category ...

Mirae Asset Mutual Fund has announced the launch of new fund offers (NFOs) for two distinct funds, catering to evolving investor preferences in a dynamic rate and liquidity environment. The two new ...

Looking for an Allocation Balanced fund? You may want to consider Franklin Corefolio Allocation A (FTCOX) as a possible option. FTCOX bears a Zacks Mutual Fund Rank of 3 (Hold), which is based on ...

Allocation Balanced fund seekers should not consider taking a look at Thrivent Aggressive Allocation S (TAAIX) at this time. TAAIX possesses a Zacks Mutual Fund Rank of 4 (Sell), which is based on ...

Mutual funds are fast becoming the first port of call for Indian savers. What was once viewed as a sophisticated market product is now edging closer to a mainstream savings vehicle. But is that shift ...

1 Asset Allocation Blend Index consists of 60% MSCI All Country World Index and 40% Bloomberg U.S. Aggregate Bond Index. The MSCI All Country World Index is calculated net of foreign tax withholdings.