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” portfolio, ...

If investors are looking at the Allocation Balanced fund category, Bruce Fund (BRUFX) could be a potential option. BRUFX has a Zacks Mutual Fund Rank of 2 (Buy), which is based on various forecasting ...

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 ...

What Is A Balanced Fund? Balanced investing generally reflects a split allocation between growth investments such as common stocks, and lower-risk investments such as bonds. Many investors build their ...

Investors interested in maintaining exposure to both equity and fixed-income securities may consider investing in balanced mutual funds. Also, these mutual funds are believed to provide greater ...

Dodge & Cox Balanced DODBX is performing as expected, and management’s recent efforts to control the fund’s risks are proving effective. A longer track record of execution would increase our ...

American Funds American Balanced Fund A is a balanced fund between stocks and fixed income and falls into Morningstar’s Allocation – 50 percent to 70 percent equity category. This category includes a ...

In every issue of Morningstar magazine, Undiscovered Manager profiles a manager on the Morningstar Manager Prospects list, which is compiled by Morningstar's manager research group. JPMorgan Global ...

Balanced advantage funds invest in a mix of stocks, debt, and arbitrage opportunities. These funds decide their equity ...

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 ...

These five top-rated SBI mutual funds stand out for combining strong long-term performance with low expense ratios. Selected ...

The investment seeks the balanced accomplishment of three objectives: long-term growth of capital, conservation of principal and current income. As a balanced fund with global scope, the fund seeks to ...