Davenport blends dividend discipline, bond yield upside, and contrarian equity picks in DBALX. See how balanced investing ...

This note serves as a reference for balance sheet analysis, which should be read in conjunction with the IMF board paper on Balance Sheet Analysis in Fund Surveillance. It provides a: compendium of ...

Hedge Fund Performance Analysis Is A Joke, Here's Why. ... After all, investing is not about return, it is about the balance of return and the risk taken to earn that return.

History of Fund/Manager. Vanguard Group is based in Malvern, PA, and is the manager of VBINX. Since Vanguard Balanced Index Investor made its debut in November of 1992, VBINX has garnered more ...

History of Fund/Manager. Fidelity is based in Boston, MA, and is the manager of FBAKX. Fidelity Balanced Fund K debuted in May of 2008. Since then, FBAKX has accumulated assets of about $9.88 ...

Here's a breakdown of what the analysis found: Wisconsin's general fund balance hit $6.7 billion. The state’s general fund balance — its largest source of reserves — hit a record high of $6. ...

Dodge & Cox Balanced Fund (DODBX). This $14.5 billion actively managed value fund recently had about 63% invested in stocks, with more than 10% in international stocks.

It’s always carried a hefty balance of assets, but the state pension fund has now cleared a threshold that might cause a few double takes.The /massachusetts-pension-fund-balance-tops-100b/">Read ...