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

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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).