His experience collaborating with the fixed-income team as a financials sector lead could translate well into this balanced fund. On the other hand, he has no record of actually managing balanced ...

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 ...

Investors in search of an Allocation Balanced fund might want to consider looking at Vanguard Balanced Index Investor (VBINX). VBINX has no Zacks Mutual Fund Rank, but we have been able to look into ...

The fund closed the fourth quarter with a year-to-date performance lead over its benchmark, having benefited from effective strategic and tactical positioning across agriculture and energy.

The Mairs & Power Balanced Fund finished 2024 up 9.60%. The Fund lagged the benchmark composite index, which was up 15.01%, while the Fund underperformed the Morningstar Moderate Allocation peer ...

However, there can be no assurance that the investment objective of the Scheme will be realized The SBI Balanced Advantage Fund Regular Growth has an AUM of 33308.58 crores & has delivered CAGR of ...

The HDFC Balanced Advantage Fund Direct Plan Growth Option has an AUM of 94251.41 crores & has delivered CAGR of 25.08% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio ...

Investors in search of an Allocation Balanced fund might want to consider looking at Vanguard Balanced Index Investor (VBINX). VBINX has no Zacks Mutual Fund Rank, but we have been able to look ...