Global fixed-income markets also delivered positive total returns in the fourth quarter of 2025. Read more here.

During 2025, Mairs & Power Balanced Fund underperformed its benchmark by 6.91% due to equity underperformance. Read more here ...

By using balanced exposure strategies, investors can simplify the journey toward achieving financial security.

The Fidelity Balanced Fund falls into Morningstar’s allocation 50 – 70 percent equity category. Funds in this category are balanced between stocks and bonds, and there can be a wide variation among ...

Balanced funds offer investors the convenience of buying into a single fund rather than holding both equity and bond funds.

Vanguard Wellington’s VWENX outstanding process is guided by experienced managers with significant resources at their disposal. Along with its attractive fees, this fund is a strong choice for ...

One of the keys to long-term financial success is maintaining a balanced portfolio that helps protect your wealth during periods of economic and stock market turbulence. The idea is that when one ...

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

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 ...

Any mutual fund scheme that invests in stocks can’t be considered as safe. It also cannot avoid volatility and losses totally ...

A simple 60-40 stock-bond mix outperforms complicated, costly offerings Don't look to hedge funds to rescue your portfolio from the mediocre returns that stocks and bonds are likely to produce over ...