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 ...

Established in 1931, the Dodge & Cox Balanced Fund certainly has staying power. As its name suggests, the fund holds a stock-and-bond balance, although it’s not simply a 50-50 mix. Managers have wide ...

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions.

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions.

Weitz Investment Management is a boutique, employee-owned asset management firm headquartered in Omaha, Nebraska. Weitz Balanced Fund's Institutional Class returned +2.48% for Q1 2023. The Fund's ...

A balanced fund is a type of investment which offers investors both stocks and bonds in a single fund. This provides owners with exposure to both growth and income in a single holding. Looking for a ...