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 ...

At the beginning of September 2025, Travis Keshemberg left Allspring Asset Allocation’s portfolio-management team roster, departing the firm for another opportunity. Allspring replaced him with Randy ...

Will EAAFX outperform in the future? Get our overall rating based on a fundamental assessment of the pillars below. At the beginning of September 2025, Travis Keshemberg left Allspring Asset ...

Diversification is critical to a strong portfolio over the long term. Every now and again, someone might get lucky and pull an “everything into Apple in 2005,” but single-security or single-asset ...

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 ...

Asset allocation is important for you to explain clearly as an advisor, so your clients fully understand their overall investment strategy. However, taking the somewhat broad topic of asset allocation ...

One of the most crucial investment decisions anyone makes is how he or she goes about setting up their asset allocation. This is the process by which you break down your investment portfolio based on ...

Asset allocation involves allocating investment portfolios among different asset classes, such as cash, bonds, stocks, derivatives and mutual funds. Small business owners can choose between different ...

In recent years there have been a lot of inflated claims made about the benefits of asset allocation. During the last bear market investors discovered just how inflated. Asset allocation (really just ...