51. My suggestion would be to realign the portfolio to one third each of growth funds, growth and income funds, and balanced funds. 52. Not the Dallas-based Aquinas Funds, which include two stock funds, a balanced fund and a bond fund. 53. On the other hand, if you own a balanced fund or a diversified growth fund, you may be able to postpone taking capital gains. 54. One is to begin a dollar-cost-averaging program, slowly moving the funds into a solid balanced fund. 55. Over the past few years, Nuveen has looked to diversify its investment product offerings by opening a group of equity and so-called balanced funds. 56. Over the past few years, Nuveen has looked to diversify by opening a group of equity and so-called balanced funds. 57. Other people who are drawn to balanced funds are very cautious and want to hedge their stock-market bet, no matter how old or young they are. 58. Payson now manages two stock funds, a value fund and a balanced fund, according to Morningstar. 59. Puritan is a so-called balanced fund that tends to invest big blocks of its assets in a mixture of stocks and bonds. 60. Ratings of many balanced funds will suffer as a result of the change. |