A US-focused balanced fund to put on your watchlist. Our research team assigns Neutral ratings to strategies they’re not confident will outperform a relevant index, or most peers, over a market ...

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 Fund seeks long-term capital growth, consistent with preservation of capital and balanced by current income. The Fund seeks or pursues its investment objective by normally investing 35-70% of ...

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 ...

Throughout the year, David Hoeft—CIO since the start of 2022—will shadow Emery as chair of the firm, while Kuo will be her understudy as CEO and chair of the fund board. When 2026 dawns ...

Below, we share with you three top-ranked balanced mutual funds, viz. AQMIX, FBALX and VWELX. Each has a Zacks Mutual Fund Rank #1. Take a look at these three top-ranked, best-performing and well ...

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 ...

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 ...

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