Learn how blend funds differ from balanced funds regarding asset mix and investment strategy. Gain insights into choosing the ...

The applications of Modern Portfolio Theory and its findings on diversification have led to the proliferation of balanced funds. A common example you're likely familiar with is the "60/40" portfolio, ...

The American Balanced Fund has produced impressive long-term returns for retirement investors. Over the past 15 years, the fund has produced an average annual return of more than 7%, outperforming the ...

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 provide diversification in a portfolio since they typically allocate a fixed set portion to stocks and bonds but the fees are higher than index funds. The higher fees can outweigh the ...

The following is reprinted with permission from strategicplanningMD.As simple a concept as balanced scorecards are, organizations still have difficulty implementing them effectively. Although the ...