Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts.

Multi-asset allocation funds deliver strong returns in 2025 as gold and silver rally, AUM jumps 59%, and investors seek ...

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

Individual investors’ allocations to stocks decreased while bond allocations increased and cash allocations were unchanged in ...

If equity, debt, and gold all underperform together during severe market stress, diversification benefits for multi -asset ...

The following is an excerpt from Christine Benz’s recent webcast, Tune Up Your Portfolio in Uncertain Times. Watch the full webcast. Christine Benz: Moving over to talk about asset allocation. This is ...

Today’s investors are faced with a multitude of investment options, compounded by a host of questions that in many ways involve highly personalized decisions. For example, how much of your investment ...

With gold and silver prices soaring, experts recommend multi-asset allocation funds. These funds offer diversification across ...

In the aftermath of the credit crisis, diversification has come under the microscope. Portfolios that were traditionally considered diversified could not withstand the global reach of the crisis and ...

The following is part of our 21 Days to Improve Your Financial Life special report. Like so many aspects of investing, the precisely right asset allocation--the mix of stocks and bonds that delivers ...

What mix of fixed income and equity funds should companies offer in their 401(k) savings plans to prevent participants from investing too conservatively or too aggressively? And how should plans deal ...

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 ...