Review of Asset Allocation Funds and Portfolios
From time to time, we review a selected group of tactical asset allocation funds and portfolios. A previous review can be found in May 5, 2014: Asset Allocation Funds Review. As we are at the end of August, it is a good time to look at these funds and portfolios again.
Balanced and world allocation funds review
The following table lists the group of both U.S. centric balanced funds and world allocation funds. Most of these funds can be found on SmartMoneyIQ Managers page.
Portfolio Performance Comparison (as of 8/31/2015):
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