Balanced Fund

Balance Growth and Stability

Our balanced fund combines the growth potential of an equity fund with the potential lower volatility of a fixed income fund. It has a classic asset allocation of 60% equities, with no exposure to more speculative equity funds, and 40% fixed income, which aims to curtail the potential volatility of equities.

FundX Conservative Upgrader Fund Offers investors growth potential through underlying equity funds, balanced by holdings in bond funds in one mutual fund purchase.