If you have been looking for Allocation Balanced funds, a place to start could be Fidelity Balanced Fund K (FBAKX). FBAKX possesses a Zacks Mutual Fund Rank of 2 (Buy), which is based on various ...

Allocation Balanced fund seekers should consider taking a look at American Funds Balanced A (ABALX). ABALX has a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various forecasting factors ...

Global fixed-income markets also delivered positive total returns in the fourth quarter of 2025. Read more here.

The fund has returned 12.55 percent over the past year, 15.90 percent over the past three years, 10.36 percent over the past five years and 10.93 percent over the past decade. The fund uses a balanced ...

During 2025, Mairs & Power Balanced Fund underperformed its benchmark by 6.91% due to equity underperformance. Read more here ...

Balanced funds offer investors the convenience of buying a single fund rather than holding both equity and bond funds. This category of funds also reduces a portfolio’s volatility while providing ...

A potent group of stock-pickers and bond-fund managers supports Fidelity Balanced, though its relatively new lead manager has a short track record as an asset allocator. Manager Christopher Lee brings ...

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 ...

On the lookout for an Allocation Balanced fund? Starting with American Funds Balanced R3 (RLBCX) is one possibility. RLBCX holds a Zacks Mutual Fund Rank of 2 (Buy), which is based on various ...