规模最大的多资产基金

多资产基金通过分散投资于不同资产类别,满足多样化的投资目标和风险偏好。

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  1. Largest Global Multi-Asset ETFs: Among specific multi-asset ETFs, the Pacer Trendpilot US Large Cap ETF (PTLC) holds $3.4 billion in AUM, followed by the iShares Core 60/40 Balanced Allocation ETF (AOR) with $2.3 billion, and the iShares Core 80/20 Aggressive Allocation ETF (AOA) with $2.1 billion.
  2. Top-Performing Multi-Asset Funds: Fidelity Managed Retirement Income Fund Class K (FRKMX) reported a 5-year return of 1,016.85%, while Fidelity Advisor Managed Retirement Income Fund Cl (FRAMX) and Fidelity Managed Retirement 2020 Fund (FIRVX) also showed strong 5-year returns of 609.20% and 597.67% respectively.
  3. Core Asset Classes: The most common asset classes in diversified portfolios include equities (stocks), fixed income (bonds), cash and cash equivalents, and real assets or alternatives.

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