Asset allocation balances risk by mixing investment ... Return data from 1926 to 2022. As the table shows, a portfolio with 100% stocks delivered the highest average annual return.

VALIC Company I Asset Allocation Fund earns an Above Average ... brings a wealth of experience to the table. Jeffrey A. Geller has an experienced backdrop of support. The three listed managers ...

Transamerica Asset Allocation Mod Gr Fd earns a Below Average ... brings a wealth of experience to the table. Neill Nuttall has an experienced backdrop of support. The three listed managers ...

The table below illustrates what this might look like. With a higher equity allocation for the “extra” assets, the combined portfolio ends up with an asset mix of about 66% stocks and 34% bonds.

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

Asset allocation is the process of determining how much a portfolio invests in stocks, bonds and cash. Each asset class has a different return and risk profile, so determining the appropriate ...

Asset allocation accounts for 88% of your investment experience, according to Vanguard research. That means if you have a diversified portfolio, your investment returns will be nearly identical to ...

Figure out your asset allocation. Avoid risky products and bad behaviors. Your investment policy statement can be thought of as an instructional manual for what objectives your portfolio is ...

A multi-asset allocation fund invests in multiple asset classes, including equities, fixed income, gold, silver and REITs. Investing is not just about chasing returns—it’s about managing risk ...