For the past few years, the Fund has been increasing its allocation to private credit investments and continues to make progress in this area. As of December 31, 2025, approximately 21.7% of NAV was ...

Reclassification involves changing a mutual fund's share class without a taxable event, offering flexibility in investment ...

The hedge fund industry experiences meaningful asset rotation each year. Here we take a look at Agecroft’s 17th annual ...

Experts predict the S&P 500 will continue to grow in 2026. But after three years of robust gains, diversification is crucial. Investors should balance core U.S. holdings with international equities, ...

AOR holds 60% stocks and 40% bonds with automatic rebalancing at a 0.15% expense ratio. The fund returned 14% in 2025 and averaged 8% annually over the past decade. AOK offers a more conservative ...

For decades, advisors followed a simple playbook: stocks for growth and bonds for stability. This generally worked when most value creation happened in public markets and banks dominated lending.

The letter to the US Senate Banking Committee cited opposition to the digital asset market structure bill, echoing concerns from other labor groups. The American Federation of Teachers (AFT), a union ...

US wealth managers are rapidly expanding their presence in private markets, turning to evergreen fund structures as a scalable way to offer clients access to alternatives traditionally dominated by ...

These structures are digitally enabled for rapid onboarding, document generation, and integrated fund servicing. FAAST FundBuilder connects managers to established service providers and trusted ...

Different Closed End Funds, by design and marketing, are intended for certain primary demographic markets, and any spillover to other markets is a bonus. In general, conservative investors, who are ...

Mirae Asset’s Diversified Equity Allocator Passive FoF has quietly cracked the code to consistent wealth creation. By blending Nifty50, Next 50, and Midcap 150 ETFs in a disciplined, cost-efficient ...