On the lookout for a Allocation Balanced fund? Starting with Oakmark Equity and Income Investor (OAKBX) is one possibility. OAKBX holds a Zacks Mutual Fund Rank of 2 (Buy), which is based on various ...

The fund uses a balanced approach to seek both growth and income in a fashion consistent with a reasonable level of risk. The fund could serve as a core holding for investors seeking a balanced ...

Fees are High compared to funds in the same category. Davis Balanced Fund has an expense ratio of 1.75 percent. Risk is Average compared to funds in the same category according to Morningstar.

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 ...

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

Below, we share with you three top-ranked balanced mutual funds. Each has a Zacks Mutual Fund Rank #1 (Strong Buy).

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A potent group of stock-pickers and bond-fund managers supports Fidelity Balanced, though its relatively new lead manager has a short track record as an asset allocator. Manager Christopher Lee brings ...

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

The report shows that since 2007, when KiwiSaver launched, conservative funds have had an average cumulative return of 129.6 ...

Balanced funds offer investors the convenience of buying a single fund rather than holding both equity and bond funds. This category of funds also reduces a portfolio’s volatility while providing ...