Balanced Strategy is trading at 11.10 as of the 14th of December 2024; that is 0.36% up since the beginning of the trading day. The fund's open price was 11.06. Balanced Strategy has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 17th of June 2024 and ending today, the 14th of December 2024. Click here to learn more.
The fund is a fund of funds, which seeks to achieve its objective by investing in a combination of several other Russell Investment Company Funds. The adviser intends the funds strategy of investing in a combination of underlying funds to result in investment diversification that an investor could otherwise achieve only by holding numerous individual investments.. More on Balanced Strategy Fund
Balanced Strategy Fund [RBLUX] is traded in USA and was established 14th of December 2024. Balanced Strategy is listed under Russell category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Russell family. This fund at this time has accumulated 1.79 B in assets with no minimum investment requirementsBalanced Strategy is currently producing year-to-date (YTD) return of 13.14% with the current yeild of 0.01%, while the total return for the last 3 years was 3.49%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Balanced Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Balanced Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Balanced Strategy Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
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Other Information on Investing in Balanced Mutual Fund
Balanced Strategy financial ratios help investors to determine whether Balanced Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Balanced with respect to the benefits of owning Balanced Strategy security.