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 ...

Fidelity Balanced Fund K made its debut in May of 2008, and since then, FBAKX has accumulated about $8.83 billion in assets, per the most up-to-date date available. A team of investment ...

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 ...

T. Rowe Price Limited Duration Inflation Focused Bond Fund Z Cl TRPZX 20.04% T. Rowe Price New Income Fund Z Cl TRVZX 15.45% T. Rowe Price Growth Stock Fund Z Cl TRJZX 5.72% T. Rowe Price Value ...

Eventide Balanced Fund earns an Above Average Process Pillar ... their focus on smaller companies with less publicly available information. Co-founder Finny Kuruvilla manages the firm’s largest ...

The HDFC Balanced Advantage Fund Growth has an AUM of 95521.37 crores & has delivered CAGR of 19.47% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.35%.

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.

Mutual Fund performance changes over time and currently may be significantly lower than stated above. Performance is updated and published monthly. Current month-end performance can be obtained ...

The CC Global Balanced Income Fund, a top-performing fund managed by Calamatta Cuschieri Investment Management has delivered a robust total return of 9.34% over one year, net of all fees.

Eventide Balanced Fund earns an Above Average Process Pillar ... their focus on smaller companies with less publicly available information. Co-founder Finny Kuruvilla manages the firm’s largest ...