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Fidelity Balanced Fund (FBALX) The Fidelity Balanced Fund is a mutual fund that seeks income and capital growth with taking reasonable risk. The fund holds about 60 percent in equity securities ...
Higher fees: Balanced funds come with higher expense ratios, the cost of owning the fund as a percentage of your investment in it, than the average stock mutual fund, especially stock index funds ...
This fund prioritizes long-term capital growth while preserving capital and is balanced by current income. It generally invests 35% to 65% in equity securities and the rest in fixed-income ...
Putnam Investments is an investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Headquartered in Boston, Massachusetts, it has offices in London, Tokyo, Frankfurt, Sydney, and Singapore. Putnam is currently a subsidiary of Franklin Templeton Investments.
A mutual fund is an investment fund that pools money from many investors to purchase securities. The term is typically used in the United States, Canada, and India, while similar structures across the globe include the SICAV in Europe ('investment company with variable capital'), and the open-ended investment company (OEIC) in the UK.
AUM. US$ 363 billion (December 31, 2023) US$323 billion (December 31, 2022) US$371 billion (December 31, 2021) Website. dodgeandcox .com. Footnotes / references. [1] Dodge & Cox is an American mutual fund company, founded in 1930 by Van Duyn Dodge and E. Morris Cox, that provides professional investment management services.
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