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 ...

The Davenport Balanced Fund (DBALX) generated a 3.17% total return in the third quarter of 2025. The fixed income part of the ...

If investors are looking at the Allocation Balanced fund category, make sure to pass over Vanguard LifeStrategy Income Fund (VASIX). VASIX has a Zacks Mutual Fund Rank of 4 (Sell), which is based on ...

Overview: Diversification spreads risk and helps portfolios stay stable during market changes.A mix of equity, debt, and ...

Discover some strategies to diversify your portfolio with ChatGPT’s tips. Learn how to protect your wealth through stocks, ...

The investment seeks to provide total return through a combination of capital appreciation and current income. The fund seeks to achieve its objective by investing primarily in a diversified mix of ...

This is where the investment adviser playbook comes in. Ideally, we would deeply understand the individual behavioral ...

Balancing your portfolio spreads your risks across asset classes. Checking your portfolio at regular intervals allows you to make tweaks as needed. A professional advisor can provide fresh eyes to ...

Touchstone Balanced Fund underperformed its blended benchmark, 60% Russell 1000 Index & 40% Bloomberg U.S. Aggregate Bond ...

Nigeria’s economy is starting to cool off after months of stubbornly high prices. Inflation dropped to 18.02 per cent in ...