Expense ratios are based on the fund’s most recent prospectus and include the weighted average expenses of the underlying funds in which the fund invests. The Russell 2000 Index measures the ...

Risk is Average compared to funds in the same category according to Morningstar. These statistics are calculated from a comparison of a fund's excess returns and its benchmark's excess returns. They ...

The investment seeks total return. The investment objective of the fund is to seek to achieve total return primarily by managing allocations among a broad range of asset classes, and secondarily by ...

Asset allocation is a way for investors to meet their financial objectives while keeping their risk in check and ensuring they remain on the right path to reach their goals. While there are many ...

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Allspring Index Asset Allocation Fund beat its benchmark in Q3 2025 through effective tactical positioning. Review the ...

Discover optimal asset allocation strategies for incorporating cryptocurrency into your portfolio, balancing high-growth ...

Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s asset allocation ...

Since both equity and commodity markets undergo cycles, analysts are now of the view that equities will make a comeback in 2026.

The global financial crisis of 2008-09 led to tightening of capital standards for banks. That, in turn, led to loans to small- and middle-market companies becoming unattractive to banks, shutting out ...

Due to endowments and foundations aggressive return objectives, they often are significantly exposed to equity market volatility. Endowments and foundations (E&Fs) may wish to mitigate portfolio ...