Our active allocation between equities and fixed income captured market volatility, boosting relative performance versus the Balanced Index in Q2. AI-driven growth and strong demand for technology and ...
The outputs of a hypothetical model based on historical net asset values for balanced funds and target-date funds show just how complicated it can be to compare the relative merits of the two ...
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 ...