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  2. 4 benefits of investing in balanced funds - AOL

    www.aol.com/finance/4-benefits-investing...

    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 ...

  3. Federated Hermes - Wikipedia

    en.wikipedia.org/wiki/Federated_Hermes

    Website. www .federatedhermes .com. Federated Hermes is an investment manager headquartered in Pittsburgh, Pennsylvania, United States. Founded in 1955 and incorporated on October 18, 1957, [1] the company manages $758 billion of customer assets, as of Dec. 31, 2023. The company offers investments spanning equity, fixed-income, alternative ...

  4. Phillip Goldstein (investor) - Wikipedia

    en.wikipedia.org/wiki/Phillip_Goldstein_(investor)

    Co-founder and partner, bulldog investors. Phillip "Phil" Goldstein is an American investor, former civil engineer, and manager of the hedge fund Bulldog Investors, known for its value-driven investment strategy, its activist investment campaigns and its focus on closed-end mutual funds. [1]

  5. ASML Holding - Wikipedia

    en.wikipedia.org/wiki/ASML_Holding

    Top Mutual Fund Holders ; Holder Shares Date Reported % Out Value 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

  6. Wellington Management Company - Wikipedia

    en.wikipedia.org/wiki/Wellington_Management_Company

    Wellington Management Company. Wellington Management Company is a private, independent investment management firm with client assets under management totaling over US$1 trillion based in Boston, Massachusetts, United States. The firm serves as an investment advisor to over 2,200 institutions [2] in over 60 countries, as of 30 June 2020. [3]

  7. Mackenzie Investments - Wikipedia

    en.wikipedia.org/wiki/Mackenzie_Investments

    Mackenzie Investments was founded in 1967 and is one of Canada's largest investment management firms by assets under management. Mackenzie Investments provides investment advisory and related services for retail and institutional clients. With $201.1 billion in assets under management, Mackenzie Investments distributes its services through a ...

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