The fund has returned 28.08 percent over the past year, 16.21 percent over the past three years, 7.56 percent over the past five years, and 8.62 percent over the past decade.

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 ...

Asset allocation is the foundation of smart investing. It refers to how an investor divides their money across different asset classes—such as equities, debt instruments, gold, and cash—based on their ...

Strategically allocating your investments across different asset classes is the best way to balance risk and reward. It helps you optimize your portfolios for growth and stability while reducing ...

Imagine you’re taking cross country road trip. You and a friend will drive from New York City to Los Angeles… and see lots of sights along the way. Let’s also say that you’ll buy a new car for the ...

The investment world loves its labels. At a recent industry conference, the label "alternatives" became almost synonymous with private assets, particularly private equity. But is this a helpful ...