The privately owned investment adviser Payden & Rygel established its business in 1983 to manage $165.7 billion in assets ...

Balanced funds are popular with investors who are looking for a combination of growth and income from their portfolio. The funds hold a combination of stocks and bonds and tend to be less volatile ...

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, ...

Mairs & Power, an investment advisor, released the third-quarter 2025 investor letter for the “Mairs & Power Balanced Fund.” ...

Balanced funds came into focus nearly 12–18 months ago, when valuations looked frothy and investors with moderate risk ...

Mairs & Power, an investment advisor, released the third-quarter 2025 investor letter for the “Mairs & Power Balanced Fund.” ...

American Funds American Balanced Fund A is a balanced fund between stocks and fixed income and falls into Morningstar’s Allocation – 50 percent to 70 percent equity category. This category includes a ...

The secret is PICTON Investments’ alternative-inspired credit approach. It incorporates event-driven credit opportunities, ...

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 ...

What Is A Balanced Fund? Balanced investing generally reflects a split allocation between growth investments such as common stocks, and lower-risk investments such as bonds. Many investors build their ...

Allocation Balanced fund seekers should consider taking a look at American Funds Balanced A (ABALX). ABALX has a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various forecasting factors ...

In every issue of Morningstar magazine, Undiscovered Manager profiles a manager on the Morningstar Manager Prospects list, which is compiled by Morningstar's manager research group. JPMorgan Global ...