Archive for 'Balanced Funds'
Equity Funds Make Shift Into Energy

Equity Funds Make Shift Into Energy

Posted 18 April 2011 | By Chris | Categories: Asset Allocation, Balanced Funds, Dividend Funds, Growth Funds, Investment Strategy, Mutual Funds | No Comments

Back in November, we took at look at Top Holdings Among Equity Funds and found that Apple, IBM and Google were among the favorites. Now, with more powerful research capabilities, we have been able to take a deeper look into the 40+ equity mutual funds that we we cover at the Site and we have [...]

What US Foreclosures Means To Investors

What US Foreclosures Means To Investors

Posted 14 January 2011 | By Chris | Categories: Balanced Funds, Investment Strategy, Mutual Funds | No Comments

Everyone thought that the simplest way to build wealth was through home ownership. Real property in the US became such a huge vehicle to wealth building that consumers were able to spend beyond their means (as measured by their income levels) and refinance their debt. Rinse and repeat. This type of leveraged purchasing behavior allowed [...]

Equity Fund Implications of a Facebook IPO

Equity Fund Implications of a Facebook IPO

Posted 11 January 2011 | By Chris | Categories: Balanced Funds, Growth Funds, Investment Strategy, Mutual Funds | No Comments

Facebook is what many believe will be the most highly anticipated IPO since the recession. Whether people are bullish on what will be an inevitable IPO for Facebook or bearish is somewhat irrelevant because there is one definitive winner in this future (and not-yet public) transaction: Goldman Sachs. Oh, and the equity investment funds that [...]

A Balanced Fund That Works: Vanguard Wellington Fund

A Balanced Fund That Works: Vanguard Wellington Fund

Posted 06 October 2010 | By Chris | Categories: Balanced Funds | No Comments

People invest in mutual funds for many different reasons, but one of them can simply stated in the following: they want the funds to excel during periods of market strength and to water-down losses when markets soften. This is perhaps even more true with balanced funds, even moderate allocation balanced funds like the Vanguard Wellington [...]

Vanguard Wellesley Income Fund: Look Out Dividend Funds

Vanguard Wellesley Income Fund: Look Out Dividend Funds

Posted 23 September 2010 | By Chris | Categories: Balanced Funds, Dividend Funds, Mutual Funds | No Comments

Vanguard dividend funds are known for quality, the same way that the name Mercedes Benz is known for quality in automotive circles. The same is true for the Vanguard Wellesley Income Fund (VWINX); top notch performance that is a worthy and powerful competitor to any other dividend funds or income funds. Vanguard Dividend Funds Are [...]

A Top Notch Balanced Fund: Berwyn Income

Posted 02 September 2010 | By Chris | Categories: Balanced Funds, Investment Strategy | No Comments

As a bond fund and dividend fund alternative, indecisive investors might be wise to start looking at balanced funds. The reason why some balanced funds might be so appealing is that a properly managed balanced fund will achieve the best of both worlds – income generation from the fixed income holdings and growth from the [...]