One Wealthy Nation Fund, a balanced mutual fund
that offers long-term growth and regular dividends
Balanced mutual fund
portfolios also declined as a share of AUM, falling to 25.
Moreover, investments in any equity or balanced mutual fund
scheme are tax-free after one year of holding period.
Paper by Puri analyzes performance of balanced mutual fund
schemes in Indian scenario.
Invest SEP-IRA contributions in a balanced mutual fund
Vanguard's expertise in offering actively managed mutual funds dates back to 1929 with the launch of Vanguard Wellington[TM] Fund, the nation's oldest balanced mutual fund
NIGFUND is a balanced mutual fund
launched in 2002 to satisfy the investment objectives of individual and institutional investors.
But before you use a balanced mutual fund
as a proxy for asset allocation, examine the prospectus carefully to make sure it reflects the mix most suitable for your long-term investment goals.
Wellington Management, which created the first balanced mutual fund
more than 80 years ago, has a long history of managing balanced investments.
The CCM equity team also is responsible for managing four equity mutual funds as well as the equity allocation within a balanced mutual fund
The Fairholme Fund Inc is an open-ended balanced mutual fund
launched and managed by Fairholme Capital Management LLC.
But you might be confident that a particular industry will do unusually well over the long term, and you might want to put a larger part of your portfolio in that sector than your balanced mutual fund