The fixed income portion of the Davenport Balanced Income Fund benefited from attractive interest rates during the first ...

The investment seeks to maximize income while maintaining prospects for capital appreciation. Under normal circumstances, the portfolio manager intends to invest approximately 60% of its assets in ...

On the lookout for a Allocation Balanced fund? Starting with Schwab Balanced Fund (SWOBX) is one possibility. SWOBX possesses a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various ...

The investment seeks to provide current income with growth of capital as a secondary objective. The fund targets an allocation of approximately 45% equity securities and 55% fixed income investments, ...

Balanced funds help reduce volatility while targeting stronger returns. Top picks include RPFCX, FBALX and STFBX, each with ...

Kicking off our list is Vanguard LifeStrategy Moderate Growth VSMGX. This balanced fund goes global, with more international stock and bond exposure than most of its peers. Its equity sleeve follows a ...

Although a number of its managers have retired in recent years, American Funds American Balanced ABALX retains substantial talent and an appealing approach. Change has been the watchword for this ...

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 ...

Positive investment conditions led to broad-based gains for the financial markets in the third quarter. The fund, while positive in absolute terms, didn't keep pace with its benchmark. The fund ...

Investors interested in maintaining exposure to both equity and fixed-income securities may consider betting on balanced mutual funds. Also, these mutual funds are believed to offer higher returns ...