Much of the confusion about what an absolute-return portfolio is arises from the rather cavalier way that some of these funds are labeled. Many funds are advertised as absolute-return plays simply ...

Given the latest market run, I am getting a lot of questions about chasing returns and individuals comparing themselves to the S&P 500 index. The flaw of human nature is that whatever we have is ...

The fund delivered positive returns and outperformed its blended benchmark, driven by tactical asset allocation and a shift toward international equities and bonds. We actively reduced U.S. equity ...

The investment seeks a high level of total return that is consistent with preservation of capital. Under normal market conditions, the fund will invest at least 80% of its investable assets (net ...