If you have been looking for Allocation Balanced funds, a place to start could be Vanguard Tax-Managed Balanced Fund (VTMFX). VTMFX carries a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based ...

Investors in search of an Allocation Balanced fund might want to consider looking at Vanguard Balanced Index Investor (VBINX). VBINX has no Zacks Mutual Fund Rank, but we have been able to look into ...

Investors interested in maintaining exposure to both equity and fixed-income securities may consider investing in balanced mutual funds. Also, these mutual funds are believed to provide greater ...

FDRR invests in dividend stocks with positive return correlation to rising rates, but its heavy tech weighting increases ...

Retirees looking for more of a one-stop-shop investment solution that takes care of asset allocation may wish to check out ...

The Mairs & Power Balanced Fund finished 2024 up 9.60%. The Fund lagged the benchmark composite index, which was up 15.01%, while the Fund underperformed the Morningstar Moderate Allocation peer ...

The Mirae Asset Balanced Advantage Fund Direct Growth has an AUM of 1750.90 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.68%.

The HDFC Balanced Advantage Fund Growth has an AUM of 94251.41 crores & has delivered CAGR of 21.16% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.35%.

It’s current offering of mutual fund schemes includes 32 equity, 37 debt and 7 hybrid schemes. What is the category of UTI Balanced Advantage Fund Regular Growth ? The category of UTI Balanced ...