Don’t look to hedge funds to rescue your portfolio from the mediocre returns that stocks and bonds are likely to produce over ...

Fund inception date ... and industry group representation to represent U.S. equity performance. Balanced Equity Blend represents the performance of the S&P 500 Index since October 01, 2008.

As I've written repeatedly in recent months, the U.S. stock market is extremely overvalued, with an expected return over the next decade that is well below the rate of inflation. Bonds also appear to ...

On the lookout for an Allocation Balanced fund? Starting with Vanguard Wellington Investor (VWELX) is one possibility. VWELX carries a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on ...

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

Loren L. Moran has been one of the fund managers of VWELX since January 2017. To view the Zacks Rank and the past performance of all balanced mutual funds, investors can click here to see the ...

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

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 ...

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

FBAKX holds a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various forecasting factors like size, cost, and past performance. FBAKX is classified in the Allocation Balanced segment by ...