Positive investment conditions led to broad-based gains for the financial markets in the third quarter. The fund, while positive in absolute terms, didn't keep pace with its benchmark. The fund ...

During 2025, Mairs & Power Balanced Fund underperformed its benchmark by 6.91% due to equity underperformance. Read more here ...

By using balanced exposure strategies, investors can simplify the journey toward achieving financial security.

A simple 60-40 stock-bond mix outperforms complicated, costly offerings Don't look to hedge funds to rescue your portfolio from the mediocre returns that stocks and bonds are likely to produce over ...

One of the keys to long-term financial success is maintaining a balanced portfolio that helps protect your wealth during periods of economic and stock market turbulence. The idea is that when one ...

Balancing a portfolio involves allocating your assets—i.e., stocks, bonds, real estate, and cash—in a way that aligns with your financial goals, time horizon, and risk tolerance. The goal is to ...

Investing in 2025 brings both opportunities and uncertainties. Market trends shift faster than ever, interest rates continue to fluctuate, and global economic events impact local decisions. In this ...

American Funds Conservative Growth and Income Portfolio Class R-5E 10.73 American Funds Conservative Growth and Income Portfolio Class ABLE-A 10.74 American Funds Conservative Growth and Income ...