The Blended Index is comprised of 50% S&P 500 Index, 10% EAFE Index and 40% Bloomberg US Aggregate Bond Index. The S&P 500 Index is an unmanaged index of large capitalization common stocks. The MSCI ...

I recently wrote about how fund investors’ stake in US equity has drifted higher over the past decade. That increase owes mostly to US stocks’ standout returns over that period, rather than investors’ ...

JPMorgan Asset Management (Europe) S.à r.l. Asset Allocation Top Instruments Asset Allocation Top Countries Asset Allocation Top Holdings Performance Historical Prices for JPMorgan Funds - Global ...

Fidelity Freedom Funds are designed so that the target date referenced in the Fund name is the approximate year when investors expect to retire. The shift toward global monetary easing gained steam in ...

By allocating investment across assets with varying risk and returns, the effect of market volatility is reduced over long ...

The investment seeks total return greater than that of GMO Global Asset Allocation Index, an internally maintained index computed by GMO, consisting of 65% MSCI ACWI and 35% Bloomberg U.S. Aggregate ...

The investment seeks total return which exceeds that of a blend of 60% MSCI All Country World Index/40% Bloomberg Global Aggregate (USD Hedged) Index. The fund seeks to achieve its investment ...

Forbes contributors publish independent expert analyses and insights. I write about incisive investing advice. Retirement becomes a hot topic for Gen X-ers as they enter their 50s. We discuss how to ...

Asset allocation information affords institutional investors the opportunity to compare their investments to their public fund peers. The data can be used to benchmark strategic targets, review ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate ...

JPMorgan Asset Management (Europe) S.à r.l. Asset Allocation Top Instruments Asset Allocation Top Countries Asset Allocation Top Holdings Performance Sustainability ...