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

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 ...

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

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

If you've been stuck searching for Allocation Balanced funds, consider Vanguard Wellesley Income Investor (VWINX) as a possibility. VWINX holds a Zacks Mutual Fund Rank of 1 (Strong Buy), which is ...

RLBCX possesses a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various forecasting factors like size, cost, and past performance. The world of Zacks' Allocation Balanced funds is an ...

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 ...

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 ...

The open-ended dynamic asset allocation scheme has recently marked its fifth anniversary with an AUM of Rs. 388 crore as of December 31, 2024.