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 while providing ...

The applications of Modern Portfolio Theory and its findings on diversification have led to the proliferation of balanced funds. A common example you're likely familiar with is the "60/40 ...

The Fund seeks capital growth and current income. Under normal circumstances, the fund will be investing 40% of the Fund's assets in highly rated income securities. The 60% of the Fund's assets ...

Eventide Balanced Fund earns an Above Average Process Pillar rating. The most important driver of the rating is the fund's strong long-term risk-adjusted performance. This can be seen in its five ...

The Fund seeks capital growth, current income and preservation of capital. The Fund invests primarily in US common stock and other securities convertible into common stock as well as fixed income ...

Fidelity Balanced Fund aims for income and capital growth that is on par with reasonable risk by investing the majority of its assets in stocks and other equity securities and the rest in bonds ...

Any investors hoping to find an Allocation Balanced fund could think about starting with American Funds Balanced F1 (BALFX). BALFX has a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on ...

In the fourth quarter, the PGIM Balanced Fund outperformed the blended benchmark. Asset allocation had a positive impact to ...

The HDFC Balanced Advantage Fund Growth has an AUM of 90374.53 crores & has delivered CAGR of 27.39% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.37%.