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 offer higher returns ...

Both options hold more than a trillion dollars in assets; weighing their relative merits remains an important task for advisers and their clients. The ease of use of target-date funds (TDFs)—for both ...

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 ...

For many decades, the classic portfolio of 60% stocks and 40% bonds, referred to as the “60/40,” delivered an excellent blend of risk and return. The stock allocation drove strong returns during bull ...

A balanced fund is a type of investment which offers investors both stocks and bonds in a single fund. This provides owners with exposure to both growth and income in a single holding. Looking for a ...

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 ...

Balanced advantage funds are a form of hybrid mutual fund that alters the mix of stocks and bonds based on how market is ...

Plan beneficiaries investing in Fidelity and Vanguard target-date funds have lost as much as 3% over an extended period of time compared to the performance of the companies' balanced funds, according ...

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 ...

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 ...

The investment seeks the highest total investment return. The fund invests in a combination of equity securities, fixed-income securities and derivatives. The proportion the fund invests in each ...

Target-date funds, which offer a preset mix of major asset classes that automatically shifts over time for investors with a specific retirement date, are the Rodney Dangerfield of the investment world ...