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Balanced funds

Balanced funds are the workhorses in many investors’ portfolios because they can potentially reduce risk and cut down on the amount of hands-on management an account requires. Balanced funds consist of both fixed income and equity securities, delivering what many would consider a classic approach to portfolio diversification. Balanced funds seek to provide both income and capital appreciation.

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The investments below include balanced, well-diversified funds with stocks, bonds, and cash.

 

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio
Data quoted represents past performance. Past performance is not an indication of future results and investment returns and share prices will fluctuate on a daily basis. Your investment may be worth more or less than your original cost when you redeem your shares. Current performance may be lower or higher than the performance data quoted. For most recent quarter end performance and current performance metrics, please click on the fund name.

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