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  2. Best balanced ETFs and mutual funds - AOL

    www.aol.com/finance/best-balanced-etfs-mutual...

    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 ...

  3. Pax World Funds - Wikipedia

    en.wikipedia.org/wiki/Pax_World_Funds

    Pax World launched the first socially responsible mutual fund in the United States in 1971. [1] The company was founded by Luther Tyson [2] and Jack Corbett, [3] both of whom had worked on peace, housing and employment issues for the United Methodist Church. Their vehicle, the first broadly diversified, publicly available mutual fund to use ...

  4. Capital Group Companies - Wikipedia

    en.wikipedia.org/wiki/Capital_Group_Companies

    Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with over $2.6 trillion in assets under management. Founded in Los Angeles, California in 1931, it is privately held and has offices around the globe in the Americas, Asia, Australia and Europe .

  5. Putnam Investments - Wikipedia

    en.wikipedia.org/wiki/Putnam_Investments

    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. [2] Putnam is currently a subsidiary of Franklin Templeton ...

  6. List of American exchange-traded funds - Wikipedia

    en.wikipedia.org/wiki/List_of_American_exchange...

    This is a table of notable American exchange-traded funds, or ETFs. As of 2020, the number of exchange-traded funds worldwide was over 7,600, [1] representing about 7.74 trillion U.S. dollars in assets. [2] The largest ETF, as of April 2021, was the SPDR S&P 500 ETF Trust ( NYSE Arca : SPY ), with about $353.4 billion in assets.

  7. Is Vanguard Tax-Managed Balanced Fund (VTMFX) a Strong ... - AOL

    www.aol.com/news/vanguard-tax-managed-balanced...

    Mutual Fund Report for VTMFX. For premium support please call: 800-290-4726 more ways to reach us

  8. Dodge & Cox - Wikipedia

    en.wikipedia.org/wiki/Dodge_&_Cox

    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.

  9. The Vanguard Group - Wikipedia

    en.wikipedia.org/wiki/The_Vanguard_Group

    The Vanguard Group, Inc. The Vanguard Group, Inc. (commonly known as simply Vanguard ), is an American registered investment advisor based in Malvern, Pennsylvania, with about $7.7 trillion in global assets under management, as of April 2023. [3] It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds ...