Balanced funds offer investors the convenience of buying into a single fund rather than holding both equity and bond funds. This category of funds also reduces a portfolio’s volatility, while ...

Building a balanced mutual fund portfolio is both an art and a science. By clearly defining your goals, diversifying ...

Balanced funds strive for superior returns by investing in equities, but this comes with increased volatility and risk.

Morningstar data shows that VFINX kept chugging along, beating a healthy majority of surviving funds in every period. It was ...

If investors are looking at the Allocation Balanced fund category, American Funds Balanced R3 (RLBCX) could be a potential option. RLBCX possesses a Zacks Mutual Fund Rank of 1 (Strong Buy), which is ...

-The BMO Balanced ETF ( ZBAL-T +0.49% ): Produced a three-year annualized return of 5.1 per cent to Dec. 31; the MER is 0.2 per cent. -The Fidelity All-in-One Balanced ETF ( FBAL-NE ): Produced a ...

Funds managed by Zurich have accumulated over €8 billion in investment since 1989, consistently delivering leading returns ...

The HDFC Balanced Advantage Fund Growth has an AUM of 95521.37 crores & has delivered CAGR of 19.75% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.35%.

Fund outperformed the Russell 1000 Value Index primarily due to strong stock selection in information technology, while ...