As I’ve written repeatedly in recent months, the U.S. stock market is extremely overvalued, with an expected return over the ...

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 ...

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

If you invest in an ETF which simply mirrors the S&P 500, you'll often find that it isn't all that balanced. The most ...

It does not include any fee waivers or reimbursements, which would be reflected in the fund's net expense ratio. Fidelity® Balanced Fund invests across a mix of stocks and bonds – with a 60%/40 ...

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

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

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 ...

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

This evening we look at the markets with Sasfin Wealth, we speak to Corusca Consulting about Ithala’s solvency being called into question. The FSCA joins us to discuss new warnings issued in the past ...