FYI: What's in a name? Not always much when it comes to balanced funds, which can come in an array of flavors despite having similar names. Here's a roundup of recently rated "balanced" funds that fall in the category of funds that generally have between 50% to 70% of their portfolios invested in equities. While their equity allocations may put them in the same peer group, their wide range of approaches can lead to very different performance patterns and results.
Regards,
Ted
http://news.morningstar.com/articlenet/article.aspx?id=779338
