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.

There are plenty of choices in the Allocation Balanced category, but where should you start your research? Well, one fund that may not be worth investigating is Plumb Balanced (PLBBX). PLBBX carries a ...

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 exposure depending on key market ratios or in-house parameters.

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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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 ...

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 ...

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 ...