In the News

Title

Investing Blog Roundup: How Often Do Tactical Allocation Funds Succeed?

Document Type

Article

Publication Date

8-12-2016

Abstract

Tactical asset allocation is the strategy of moving between various asset classes (e.g., from stocks to bonds or vice versa) in an attempt to outperform a simple static asset allocation.

This week, Luke Delorme takes a look at the performance of tactical asset allocation mutual funds to see how frequently they outperform a low-cost balanced fund (specifically, Vanguard’s Balanced Index Fund).