Sterling Capital is an asset management firm established in 1970 and based in Charlotte, NC, managing $77 billion in assets ...

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

Balance allocation ETFs give you exposure to stocks and bonds. Are you ahead, or behind on retirement? SmartAsset’s free tool can match you with a financial advisor in minutes to help you answer that ...

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

AOR holds 60% stocks and 40% bonds with automatic rebalancing at a 0.15% expense ratio. The fund returned 14% in 2025 and averaged 8% annually over the past decade. AOK offers a more conservative ...

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 ...

Any mutual fund scheme that invests in stocks can’t be considered as safe. It also cannot avoid volatility and losses totally ...

Discover optimal asset allocation strategies for incorporating cryptocurrency into your portfolio, balancing high-growth potential with volatility risks ...

Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for ...

Retirement planning takes many years, and your goals will change as you get older. Younger investors typically focus on stocks, while older investors gravitate toward bonds and high-yield savings ...