This J.P. Morgan fund takes a different approach to asset allocation than its plain-vanilla counterparts.
We're moving from the three-category conservative-, moderate-, and aggressive-allocation system to an expanded five-category framework for allocation funds.
A simple blended index can protect you better.
A manager change and organizational stress at GMO have led us to downgrade GMO Benchmark-Free Allocation from Silver to Bronze.
Pickings are slim, so consider building your own.
Plus, Fairholme ups its AIG stake, and more
A very difficult investing environment has forced many managers to try atypical strategies, says Morningstar's Kevin McDevitt.
And there are a few compelling options in this category.
Morningstar's Russ Kinnel, Sarah Bush, and Christine Benz highlight their top fund picks for domestic and foreign equity, core bond, inflation-protected securities, and much more.
Expenses, manager changes, and lagging performance disqualify funds from an elite group.