Learn how blend funds differ from balanced funds regarding asset mix and investment strategy. Gain insights into choosing the ...

The investment seeks to provide a high level of total return on its assets with an emphasis on income. The fund seeks to achieve its investment objective through a combination of capital appreciation ...

The investment seeks to maximize total return through a high level of current income and capital appreciation. The fund has flexibility to achieve its investment objective and invests in a broad range ...

Fixed-income investments are in the spotlight, thanks to strong yields and prevailing stock market uncertainty. A solid income stream paired with relative price stability is an appealing combo, and ...

Many retirees are looking for more sources of passive income, particularly when interest rates are low. ETFs can be a great way to receive regular dividends, along with low management costs and tax ...

All underlying fund holdings added to absolute return. Within equities, US large-cap and US value equities posted the largest ...

Here's a revealing data point: older Americans are scared more of outliving wealth than of death itself. Also, retirees who have constructed a nest egg have valid justifications to be concerned, since ...

Mutual fund ownership among US households has grown steadily over the past two decades, with middle-income families accounting for much of the increase, according to new research from the Investment ...