The fund is a "fund of funds" that seeks to achieve its investment objectives by primarily allocating its assets among underlying Calvert income and equity funds meeting its investment criteria, ...

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 ...

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.

The fund underperformed its custom benchmark during the quarter. Ten of 14 underlying active strategies outperformed their fund-specific benchmarks over the period. At quarter-end, the tactical ...

Asset allocation involves distributing investments across various asset classes to manage risk and return. Common categories ...

In March 2019, the Fund's Board of Trustees (the "Board") approved a level distribution policy (the "Level Distribution Policy") under which the Fund makes monthly distributions to stockholders at a ...

DALLAS, Oct. 7, 2025 /PRNewswire/ -- The Highland Global Allocation Fund (NYSE: HGLB) ("HGLB" or the "Fund") today announced an addition to the Fund's portfolio management team. Effective October 7, ...

Over the last one year, multi-asset allocation funds have done well, but over three and five years, performance is nearly similar to those of multi-cap funds.

Gold is on track for its second-best performance in the last 50 years, trailing only the 1979 rally. After nearly three quarters, the yellow metal is up over 43%, as investors hedge against ...

By Dorothy Avvakoumides* The passing of a loved one is never easy. Beyond the emotional toll, families often face complex ...

BATON ROUGE, La. (WAFB) - Metro Council will decide Wednesday whether to approve opioid settlement fund allocation to expand Baton Rouge’s homelessness outreach program that has moved nearly 70 people ...