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, ...

Balanced funds can be an investor’s best friend. If you can handle some ups and downs, up to about a 20% drop in value, and you’re planning to invest for at least 10 years, these “set it and forget it ...

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 ...

Retail assets in balanced funds totaled over CAD 735 billion by the end of 2023. This represents a growth of roughly CAD 135 billion over the last five years, nearly all attributable to capital ...

Add Yahoo as a preferred source to see more of our stories on Google. The best balanced mutual funds for simple investment diversification. Choosing a balanced mutual fund with stocks and bonds might ...