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 ...

In a volatile fourth quarter, the Wasatch Ultra Growth Fund—Investor Class returned 0.94% and slightly underperformed the benchmark Russell 2000® Growth Index, which rose 1.70%.

Convertibles (as measured by the ICE BofA US Convertible Index) returned 3.38% for the fourth quarter, compared to the S&P ...

Private banks, non-banking financial companies (NBFCs), healthcare, telecom, and metals were preferred sectors by mutual ...

For example, high-yield bonds accounted for around 30% of the Balanced fund’s fixed-income sleeve at the start of 2020 before quickly increasing to over 50% by the end of that year. The ...

The increasing exposure of the biggest retirement savings investors to US sharemarkets has driven the biggest fall in the ...

Seven years after launching the first asset-allocation ETFs in Canada, Vanguard Investments Canada Inc. has followed up with four low-cost asset-allocation mutual fund launches, expanding the array of ...

The Nigerian pension industry witnessed varied performances across different Retirement Savings Account (RSA) funds in February 2025. Sixteen Pension Fund ...