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

A steady ride for investors. Our research team assigns Neutral ratings to strategies they’re not confident will outperform a relevant index, or most peers, over a market cycle on a risk-adjusted basis ...

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 ...

iShares S&P 500 Growth ETF offers a balanced growth strategy, favoring mega-cap tech but with more sector diversification and lower concentration than aggressive peers. Valuations are elevated versus ...

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 ...

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, ...