It looks like you're new here. If you want to get involved, click one of these buttons!
© 2015 Mutual Fund Observer. All rights reserved.
My benchmark for balanced funds (moderate allocation) remains FBALX; as well as an overall performance benchmark against one's personal portfolio. Its long term annualized returns set a high bar.
You may want to see the discussion on the recent proxy mailed to shareholders.
From that post were the following items:
As a balanced mutual fund, I think they are good and I could recommend this fund to everyone.
I'm slowly moving away from balanced funds and moving towards equity ETFs for better tax efficiency. I'll sell more over the next years, but slowly. It is a good fund.