For 1Q25, Institutional Class shares outperformed the Fund’s equity benchmark, the S&P 500® Index. Click here to read the ...

Investors interested in maintaining exposure to both equity and fixed-income securities may consider betting on balanced mutual funds. Also, these mutual funds are believed to offer higher returns ...

Experts recommend your emergency fund be large enough to cover three to six months' of essential living expenses.

Fund managers participating in Hong Kong’s US$167 billion Mandatory Provident Fund (MPF) scheme may be forced to sell part of their holdings of US government bonds after the country lost its ...

So, when the city of Beaumont added its own definition of a “balanced budget” to its fiscal year 2025 budget, I was intrigued. It didn’t take much reading, however, to determine that the ...

When seen from the lens of fund's size, largest balanced advantage funds include HDFC Balanced Advantage Fund (AUM of ₹ 95,546.42 crore) and Kotak Balanced Advantage Fund (AUM of ₹ 16,957.36 ...

What is a balanced fund? A balanced fund is a mutual fund that includes bonds and stocks, and a mutual fund is a collection of shares that investors can buy. A balanced fund is a hybrid fund defined ...

By definition, a balanced portfolio is one that holds a variety of different kinds of investments, for example: some stocks, bonds, and real estate. The idea is that when one of the investments ...