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 ...

Shares U.S. Small-Cap Equity Factor ETF's multifactor strategy and mid-cap exposure drive outperformance with strong returns ...

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

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 ...

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

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

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

One important consideration for investors thinking about buying exchange-traded funds, or ETFs, is the fund's weighting methodology. Weighting is an important aspect of position sizing.

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

Chinese tariffs can impact your ETF package depending on its exposure to sectors, companies, and regions affected by the ...

-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 ...