Invesco Balanced-Risk Allocation Fund had a positive return in the first quarter due to gains in the real return macro factor ...

The HDFC Balanced Advantage Fund Growth has an AUM of 94824.34 crores & has delivered CAGR of 26.72% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.37%.

To provide long term capital appreciation / income from a dynamic mix of equity and debt investments. However, there can be no assurance that the investment objective of the Scheme will be ...

Zifan Tang has been one of the fund managers of SWEGX since 2012. To view the Zacks Rank and the past performance of all balanced mutual funds, investors can click here to see the complete list ...

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not ...

Mackenzie Investments (Mackenzie) has expanded its retail investor offerings with four new mutual funds with varying strategies. The Mackenzie GQE Canadian Equity Fund, Mackenzie GQE Canadian Balanced ...

Any investors hoping to find an Allocation Balanced fund might consider looking past Plumb Balanced (PLBBX). PLBBX carries a Zacks Mutual Fund Rank of 5 (Strong Sell), which is based on various ...

Investors often struggle to pick the right mutual fund. Flexi Cap Funds invest in stocks across market sizes. Multi Asset ...

To tactically have exposure across asset classes some investors chose Dynamic Asset Allocation Funds (also known as Balanced Advantage ... 20.31% of the overall mutual fund industry’s AUM ...

Eventide Balanced Fund earns an Above Average Process ... Eventide combines faith-based and socially responsible investing across its mutual fund lineup, where nearly all the firm's assets lie.

Given their high Morningstar Medalist Ratings, we expect the top-rated mutual funds on our list to outperform peers and their respective category indexes over a full market cycle. A balanced fund ...

The Fund seeks to provide conservation of capital, current income, and long-term growth of both capital and income. The Fund invests in a broad range of securities, including common stocks and ...