Fund Matrix Market Cap Financial Performance Business Growth High Med Med Mid Performer-Mid Growth: Most of the stocks in this equity fund have average financial performance and average growth potential. Asset Allocation US Stock US Bond Non US Bond Cash Non US Stock Preferred Sector Allocation %...
USD Moderate Allocation - OE 1.71 9.15 13.39 1.82 3.82 3.59 3.43 Annualised 3YR 5YR 10YR Since Inception 31/12/1999 I2 USD (Gross) - 9.57 9.19 7.52 Balanced Index (60%S&P500/40%BBUSAgg) + 1.50% - 10.44 9.81 8.03 From 31st July 2024, the Fund's benchmark, performance target ...
VITAX Vanguard Information Technology Index Fd 24.57% 1-YEAR Technology VTCAX Vanguard Communication Services Index Fd 24.04% 1-YEAR Communications Search Funds Highest Returns in Moderate Allocation 1 YEAR 12.04% Plumb Balanced Fund PLABX 11.36% Navigator Tactical US Allocation NTAIX 10.01% Value Lin...
The composite benchmark comprises a portfolio of published indices that provide exposure to a range of domestic and global asset classes, consistent with a 50:50 Balanced strategic asset allocation.This product is likely to be appropriate for a consumer: • seeking capital growth, capital ...
Real-World Example of a Balanced Fund The Vanguard Balanced Index Fund Admiral Shares (VBIAX) has a below-average risk rating from Morningstar with an above-average reward profile.1The fund's allocation consists of 60% stocks and 40% bonds. Over the past 10 years—as of April 30, 2022—...
SPDR SSGA Global Allocation ETF GAL | Active ETF $45.42 +0.11% $239.62 M 2.05% $0.93 16.71% 3.81% 6.60% 5.83% 0.35% Davenport Balanced Income Fund DBALX | Fund | Other $13.80 +0.07% $238.39 M 2.39% $0.33 17.43% 3.47% 5.38% - 0.93% Gadsden Dynamic Multi...
Morningstar Kategorie:1 EAA Fund EUR Flexible Allocation - Global SFDR-Klassifizierung:♰♰ Artikel 8 Auflegung des Fonds: 31-Jul-2014 Basiswährung: EUR Fondsvermögen (in Mio.):Per 16-Dez-2024 127,58 EUR Rücknahmepreis:Per 17-Dez-2024 36,02 EUR Auflegung der Anteil...
Balanced Allocation: The Fund, through investments in the Select Funds, combines approximately equal percentages of fixed income securities and equity securities. The following potential ranges are used to allocate the Fund’s assets among the Select Fun
John Hancock Balanced Fund(SVBIX) Again, there are a broad range of balanced products out there, each slightly different than the last. As you seek to balance risk and reward, explore funds that skew more aggressive or conservative within the confines of a 50/50 or 70/30 allocation. ...
plabx 11.36 % navigator tactical us allocation ntaix 10.01 % value line asset allocation fund vlaax 9.62 % value line capital appreciation fund valix 9.46 % fidelity® balanced k6 fund fbkfx see more highest returns best moderate allocation funds # 1 cibc atlas income ...