My end-of-year review, up 62%. This compares to about 24% for FTSE All Share and 9% for NASDAQ. Many stock-specific ideas ...

FVAL offers exposure to undervalued large and mid-cap U.S. companies, with significant positions in tech and consumer discretionary sectors, unlike traditional value funds. Despite low valuations, ...

Lan Anh Tran: As your asset allocation drifts alongside market movements, it’s prudent to periodically revisit your portfolio and rebalance your holdings back to your target risk profile. The market ...

Fintel reports that on January 5, 2026, RBC Capital initiated coverage of Zurn Elkay Water Solutions (NYSE:ZWS) with a Sector ...

Using Vanguard sector ETFs can help round off your portfolio with a more suitable sector weighting. Are you ahead, or behind on retirement? SmartAsset’s free tool can match you with a financial ...

In the right market environment, a well-timed sectoral allocation can enhance portfolio returns, but such gains come with ...

Overview: A mutual fund’s success depends on patience, balanced asset allocation, and disciplined long-term planning rather ...

Strong security selection and an improved allocation framework for Fidelity Balanced FBALX led to a Process Pillar rating upgrade to Above Average and boosted the fund’s K shares to a Morningstar ...

The ICICI Pru Sector Leaders Index Fund is a passive, index-based strategy that seeks to mirror the performance of the BSE India Sector Leaders Index. In terms of asset allocation, the fund will ...

Update (March 11 at 18:39 UTC): This article has been updated to include a statement from BlackRock. BlackRock, a global investment firm with $11.5 trillion in assets under management, has added its ...

Sector and thematic ETFs (exchange-traded funds) can be a great way for passive investors to spice up their portfolios and add more of a unique touch. Of course, you could stop at broad index funds if ...