Investing Blog Roundup: How Often Do Tactical Allocation Funds Succeed?
Wade D. Pfau
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).
Piper, Mike, "Investing Blog Roundup: How Often Do Tactical Allocation Funds Succeed?" (2016). In the News. 1588.