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  • VanEck Blog - Guided Allocation

     Guided Allocation
    Guided Allocation

    David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck

    The heightened risk regime is being well captured by the Fund’s model. At the beginning of March, the Fund reduced its equity allocation from 72% to 47% and increased its bond allocation from 28% to 53%.

    Guided Allocation

    February 24, 2020

    Enjoy the Ride

    by David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck

    As U.S. growth stocks continue to outperform U.S. value stocks, the Fund’s growth bias is now even bigger, with its large-cap growth allocation increasing to 27.2% and small-cap growth increasing to 7.9%.

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    Guided Allocation

    February 21, 2020

    Rates Fall and Push Muni Prices Higher

    by David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck

    MAAX continues to remain overweight both credit and duration as rates fall, pushing muni prices higher.

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    Guided Allocation

    February 20, 2020

    Steady Start as Real Assets Stumble

    by David Schassler, Portfolio Manager

    RAAX began the year by significantly outperforming its benchmarks while continuing to remain fully invested and diversified.

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    Guided Allocation

    January 27, 2020

    Happily Clipping Coupons

    by David Schassler, Portfolio Manager and Head of Portfolio and Quantitative Investment Solutions, VanEck

    A period of low risk in the municipal fixed income market has resulted in MAAX continuing to remain overweight both credit and duration.

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