The simplest way to get overseas exposure is to buy an all-in-one global balanced fund that makes the allocation decisions ...

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

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 ...

Dynamic asset allocation funds are free to invest in equity & debt in a ratio that is managed dynamically (with 0% to 100% in ...

The investment seeks the balanced accomplishment of three objectives: long-term growth of capital, conservation of principal and current income. As a balanced fund with global scope, the fund seeks to ...

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

Dodge & Cox Balanced DODBX is performing as expected, and management’s recent efforts to control the fund’s risks are proving effective. A longer track record of execution would increase our ...

Although a number of its managers have retired in recent years, American Funds American Balanced ABALX retains substantial talent and an appealing approach. Change has been the watchword for this ...

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 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 ...

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

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 provide greater returns ...