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Hancock Horizon Dynamic Asset Allocation Fund Manager: Austin Zaunbrecher, CFA, joined HHF in 2013, with experience from Equitas Capital Advisors and Bank of America Merrill Lynch.
One way out of this problem is investing in asset allocation funds, which adjust the equity-debt allocation according to market conditions.
The Northern Global Tactical Asset Allocation Fund received an overall Morningstar rating of four stars among 847 moderate allocation funds as of September 30, 2011.
The Horizon Active Asset Allocation Fund is distributed by Northern Lights Distributors, LLC Member FINRA.
The funds will invest solely in their three broad market component funds (Vanguard Total Stock Market Index Fund, Vanguard Total International Stock Index Fund, and Vanguard Total Bond Market II Index Fund) and gradually eliminate exposure to their actively managed component funds (Vanguard Asset Allocation Fund and Vanguard Short-Term Investment-Grade Fund).
For example, the Value Line Asset Allocation Fund continues to be included on the exclusive Schwab Mutual Fund OneSource Select List[sup.
The new mutual fund is the firm's most broadly diversified asset allocation fund.
The Fairholme Asset Allocation Fund (NASDAQ:FAAFX) started on January 3, 2011.
Global Leaders Growth Fund (Class A: USGLX), and John Hancock Alternative Asset Allocation Fund (Class A: JAAAX).
In addition, Value Line Funds offers two portfolios, the Value Line Asset Allocation Fund (Ticket: VLAAX) and the Value Line Income and Growth Fund (Ticker: VALIX) that include both stocks and bonds in one fund.
Recent mutual fund launches have focused on alternative investments, including the multi-managed John Hancock Alternative Asset Allocation Fund (Class A ticker: JAAAX) and the John Hancock Global Absolute Return Strategies Fund (Class A: JHAAX), and the firm has included alternative strategies as components of its Lifestyle funds since their inception in 1998.
Earlier this year, the Value Line Asset Allocation Fund (VLAAX), with a long history of outperformance, was added to the Schwab Mutual Fund OneSource Select List.