James Chen, CMT is an expert trader, investment adviser, and global market strategist. A balanced fund is a mutual fund that typically contains a component of stocks and bonds. A mutual fund is a ...

How to incorporate gold alongside stocks and fixed income in a well-diversified portfolio.

In the ever-changing world of personal and institutional finance, building a balanced investment portfolio is one of the most critical steps toward long-term financial success. Whether you’re saving ...

After a recent stock market decline, investors are reminded of the importance of a balanced investment portfolio. Diversification involves spreading investments across different asset classes like ...

Established in 1989, Hennessy funds manage $4.7 billion in assets and offers mutual funds and ETFs across different investment categories, including equity and sector-specific, and multi-asset ...

People have avoided huge losses by holding old-fashioned, well-balanced investments, an approach our columnist is banking on for the future. By Jeff Sommer Jeff Sommer writes Strategies, a weekly ...

FBALX outperformed its hybrid benchmark in Q4 2025, driven by strong security selection in information technology. Read the full analysis for more details.

TORONTO, Dec. 5, 2025 /CNW/ - Mackenzie Investments ("Mackenzie") today announced changes to the Mackenzie Ivy Canadian Balanced Fund (the "Fund"), that impact its Registered Disability Savings Plan ...

As a new-ish member of a nonprofit board’s investment committee, I was recently on the client end of a conversation with an investment adviser. It was unusual, as I’m typically the one providing ...