The applications of Modern Portfolio Theory and its findings on diversification have led to the proliferation of balanced funds. A common example you're likely familiar with is the "60/40 ...

American Century Balanced Fund earns an Average ... to outperform on a risk-adjusted basis. The investment strategy as stated in the fund's prospectus is as follows: The investment seeks long ...

mutual funds offer the advantage of professional management and ease of liquidity, making them an attractive avenue for wealth creation. Adopting a balanced investment approach becomes imperative ...

This balanced ... fund still carries more credit risk than its benchmark but falls closer to the average peer than it has in the past. As of March 2024, the fund had about 5% invested in below ...

Lord Abbett Dividend Growth Fund Cl I LAMYX 15.40% Lord Abbett Investment Trust Core Fixed Income Fund Cl I LCRYX 14.61% Lord Abbett Fundamental Equity Fund Cl I LAVYX 13.64% Lord Abbett Growth ...

CGBL is a balanced equity ... members of my private investing community, CEF/ETF Income Laboratory. Learn More » Weights above correspond to weights within the fund as a whole.