Continue to site >
Trending ETFs

International Growth/Balanced Allocation

International Growth/Balanced Allocation funds are mutual funds or ETFs that own a... International Growth/Balanced Allocation funds are mutual funds or ETFs that own a diversified portfolio of assets in the U.S. and abroad. These funds typically own a mix of equities, fixed-income, and cash, and can also own, depending on their mandate, commodities (such as gold), as well as derivatives. These funds tend to be actively managed, with professional managers using both quantitative and qualitative approaches to best determine the ideal basket of assets at any one time. A fund may hedge currency risk or leave any exposure unhedged. These funds are geared towards investors who are at least reasonably risk-tolerant. Depending on the particular fund, it may have a higher weighting towards equities vs. bonds. A fund that owns 80% of equities will have more of a Growth characteristic, while a 60-40 fund will have more of a Balanced flavour. These funds can help retirees meet their goals. These funds tend to be managed with the assumption that a diversified portfolio more weighted towards equities will produce the best risk-adjusted returns over the long term. It’s important to note, however, that in the short term, these funds can experience significant volatility (especially Growth-focused ones) due to their majority allocation to equities. As such, these funds are not appropriate for very conservative investors. Last Updated: 12/23/2024 View more View less

International Growth/Balanced Allocation funds are mutual funds or ETFs that own a diversified portfolio of assets in the U.S. and abroad. These funds typically own a mix of equities, fixed-income, and cash, and... International Growth/Balanced Allocation funds are mutual funds or ETFs that own a diversified portfolio of assets in the U.S. and abroad. These funds typically own a mix of equities, fixed-income, and cash, and can also own, depending on their mandate, commodities (such as gold), as well as derivatives. These funds tend to be actively managed, with professional managers using both quantitative and qualitative approaches to best determine the ideal basket of assets at any one time. A fund may hedge currency risk or leave any exposure unhedged. These funds are geared towards investors who are at least reasonably risk-tolerant. Depending on the particular fund, it may have a higher weighting towards equities vs. bonds. A fund that owns 80% of equities will have more of a Growth characteristic, while a 60-40 fund will have more of a Balanced flavour. These funds can help retirees meet their goals. These funds tend to be managed with the assumption that a diversified portfolio more weighted towards equities will produce the best risk-adjusted returns over the long term. It’s important to note, however, that in the short term, these funds can experience significant volatility (especially Growth-focused ones) due to their majority allocation to equities. As such, these funds are not appropriate for very conservative investors. Last Updated: 12/23/2024 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 12/20/24
Tri-Continental Corp

XTYCX | Fund | Other

$35.76

+1.13%

$1.83 B

0.00%

-

9.96%

-0.60%

2.86%

5.74%

0.46%

$25.81

+0.98%

$732.63 M

0.00%

-

8.95%

-9.19%

0.92%

4.40%

1.22%

$62.20

+0.66%

$589.70 M

1.51%

$0.94

12.46%

3.24%

7.46%

8.39%

0.82%

$24.86

+0.57%

$537.43 M

1.09%

$0.27

21.08%

9.95%

12.45%

9.64%

0.78%

BRUCE FUND

BRUFX | Fund | Other

$500.51

+1.31%

$430.48 M

2.96%

$14.82

5.56%

-1.44%

4.63%

5.88%

0.60%

$14.13

+0.64%

$403.23 M

1.82%

$0.26

11.29%

3.81%

6.94%

6.07%

1.31%

LMP Capital and Income Fund Inc

XSCDX | Fund | Other

$17.69

+1.49%

$278.04 M

0.00%

-

14.28%

3.21%

2.12%

3.07%

1.65%

Boston Trust Walden Balanced Fund

WSBFX | Fund | Other

$22.44

+0.76%

$164.58 M

1.38%

$0.31

7.95%

1.82%

6.31%

7.37%

0.96%

Villere Balanced Fund

VILLX | Fund | Investor

$19.86

+0.76%

$130.03 M

0.64%

$0.13

2.18%

-3.20%

1.60%

3.11%

1.06%

$12.81

+0.57%

$96.80 M

10.07%

$1.29

13.51%

4.35%

4.28%

-

1.99%

$22.10

+0.82%

$42.87 M

0.55%

$0.12

11.26%

6.44%

9.20%

8.61%

1.77%

Poplar Forest Cornerstone Fund

IPFCX | Fund | Investor

$27.91

+0.76%

$36.26 M

2.92%

$0.82

7.23%

4.14%

8.71%

-

1.46%

James Aggressive Allocation Fund

JAVAX | Fund | Other

$14.27

+0.85%

$24.69 M

0.53%

$0.08

19.86%

6.80%

6.68%

-

1.02%

Get the lastest fund and ETF news in your inbox each week.

Receive latest news, trending tickers, top stocks increasing dividend this week and more.

International Growth/Balanced Allocation In The News

International Growth/Balanced Allocation Research