It had previously been one of the most volatile funds in the category, which can be daunting for investors looking for a balanced portfolio. The stock portfolio now includes more international ...
The balanced strategy’s equity exposure consistently hovers around 60% of the portfolio, roughly in line with the moderate allocation category average and the Morningstar Moderate Target Risk Index.
Some results have been hidden because they may be inaccessible to you
Show inaccessible results
Feedback