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World Allocation

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  1. A Better Way to Look at Allocation Funds

    We're moving from the three-category conservative-, moderate-, and aggressive-allocation system to an expanded five-category framework for allocation funds. 

  2. BlackRock Reports First Quarter 2016 Diluted EPS of $3.92, or $4.25 as Adjusted

    BlackRock Reports First Quarter 2016 Diluted EPS of $3.92, or $4.25 as Adjusted

  3. Where Our Favorite World -Allocation Managers Are Investing

    A very difficult investing environment has forced many managers to try atypical strategies, says Morningstar's Kevin McDevitt.

  4. The Strengths of World -Allocation Funds Are Clear

    And there are a few compelling options in this category.

  5. The Quest for Good No-Load World -Allocation Funds

    Pickings are slim, so consider building your own.

  6. World -Allocation Fund Category Heating Up

    Plus, Fairholme ups its AIG stake, and more

  7. These Formerly 'Fantastic' Funds Now Miss the Mark

    Expenses, manager changes, and lagging performance disqualify funds from an elite group.

  8. 25 Funds Investors Are Dumping

    Recent sales underscore the perils of timing interest-rate changes--and the virtue of patience.

  9. A Rating Downgrade for a Global Equity Fund

    Given this world - allocation fund's hands-on strategy, a recent management change is cause for concern.

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