A well-chosen balanced fund is the simplest path to investing success. Nothing else comes close because balanced funds are well-diversified portfolios you access through a single purchase. The only ...
Allocation Balanced fund seekers should consider taking a look at American Funds Balanced A (ABALX). ABALX has a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various forecasting factors ...
Balanced funds provide investors with the convenience of buying into a single fund rather holding both equity and bond funds. This category of funds also reduces a portfolio’s volatility while ...
Balanced funds are popular with investors who are looking for a combination of growth and income from their portfolio. The funds hold a combination of stocks and bonds and tend to be less volatile ...
Recently, my colleagues at Morningstar Canada published a study on Canadian-domiciled balanced funds (those that hold a mix of stocks and bonds), an important topic given that these products make up ...
Balanced advantage funds invest in a mix of stocks, debt, and arbitrage opportunities. These funds decide their equity ...
In the past several years, balanced funds have gone from the most popular type of mutual fund to the most redeemed. The massive outflows coincided with the unusual phenomenon of both stocks and bonds ...
Investors have been taken on a wild ride in recent months. The Canadian stock market fell by more that 20% from its all-time high and well into bear market territory early this year. While it clawed ...
The popularity of balanced funds seems to be on the rise, but this trend may not have investors’ best interests in mind. Balanced funds are particularly interesting because they let a stranger (the ...