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

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 ...

Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 55 interviews with 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 ...

The fund is balanced across sectors and industries, with a focus on long-term growth areas and companies with sustainable ...

-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 ...

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

There aren’t major differences between the TERs of major Satrix and Sygnia index funds. These tend to hover at around 50 ...

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 ...

The Pimco Balanced Income and Growth Fund, also known as PBIG, grew by US$760 million over the past nine months to US$1.6 ...