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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 ...
Guggenheim Core Bond Fund Class P. The Guggenheim Core Bond Fund invests mostly in investment-grade fixed-income securities, which may include closed-end funds and exchange-traded funds. It’s a ...
American Funds Gro A $ 86,400.20 19 Vanguard Wellington Adm $ 86,160.60 20 American Funds Inc A $ 72,054.90 21 Vanguard Tot I S Adm $ 70,233.60 22 Vanguard Dev Mkt ETF $ 70,070.50 23 Dodge & Cox Stock $ 69,989.20 24 Invesco QQQ Trust 1 $ 68,001.90 25 Vanguard Tot Bd II Inst $ 67,996.40
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 ...
American Balanced Fund 2,523,702 29 September 2022 0.62% 1,183,010,574 Growth Fund Of America Inc 2,407,395 29 September 2022 0.59% 1,128,490,503 iShares Core MSCI EAFE ETF 2,138,919 29 September 2022 0.53% 1,002,639,691 Washington Mutual Investors Fund 2,138,040 29 September 2022 0.53% 1,002,227,651 Advisors Inner Circle Fund-Edgewood Growth Fd
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.
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