Now that E*TRADE has joined forces with Morgan Stanley, get actionable insights from our combined companies.

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.

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

ETFs

Data as of ET

Fund Name / Symbol

Overall Morningstar
Rating

Get insights from Morgan Stanley

The basics of balanced funds

Learn key characteristics and investor considerations.

Allocation, pt. 1: Stock & bond correlation shifts

08/16/22

In the current era of tighter Fed policy, the status quo of stock and bond correlation has changed, calling the foundational 60:40 portfolio into question. Chief Cross Asset Strategist Andrew Sheets and Chief Investment Officer for Wealth Management Lisa Shalett discuss.

Allocation, pt. 2: The Value in Diversification

08/17/22

While shifts in stock and bond correlation have increased the volatility of a 60:40 portfolio, investors may still find some balance in diversification.

Is 60:40 diversification broken?

07/29/22

One of the most common standards for investment diversification, the 60:40 portfolio, has faced challenges this year with significant losses and shifting correlations between stocks and bonds. Is this the end of 60:40 allocation?