As the name suggests, the Vanguard Total Stock Market ETF ( VTI 0.01%) provides investors with exposure to the entire stock ...

Overview: Diversification spreads risk and helps portfolios stay stable during market changes.A mix of equity, debt, and ...

Vanguard Long-Term Treasury Index Fund ETF offers low-cost exposure to long-term US Treasuries with a 4.36% SEC yield. Read ...

Creating a balanced portfolio is a key investment strategy that aims to manage risk and optimize returns. By incorporating a diverse mix of assets such as stocks, bonds and sometimes alternative ...

Allspring manages $629 billion in assets under advisement through its network of 370 investment professionals who operate from 19 offices worldwide (as of Sept. 30, 2025). The mutual fund portfolio at ...

John Hancock Balanced Fund’s equity and fixed-income allocations finished September at about 58% and 42%, respectively, compared with 57% and 43%, respectively, at midyear.

One of the keys to long-term financial success is maintaining a balanced portfolio that helps protect your wealth during periods of economic and stock market turbulence. The idea is that when one ...

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 ...

The Fidelity Balanced Fund falls into Morningstar’s allocation 50 – 70 percent equity category. Funds in this category are balanced between stocks and bonds, and there can be a wide variation among ...

A friend of mine was showing me his 401(k) statement the other day, and looking at it, there was a resemblance to a colorful pizza pie. This colorful pizza pie was spread between large cap funds, ...

Effective Nov. 18, 2025, Matthew Reed and Samuel Wald joined the portfolio management team of Fidelity Balanced. They will comanage the financials and real estate sleeves with Pierre Sorel, who will ...