Top Low-Fee Balanced Funds
Fund Name | Annual Fee | Bonds/Stocks | Type |
Mawer Balanced | 0.98% | 40%/60% | Active |
Mawer Tax Effective Balanced | 0.99% | 40%/60% | Active |
PH&N Balanced D | 0.90% | 40%/60% | Active |
Steadyhand Founders | 0.69%-1.34%* | 40%/60% | Active |
CIBC Balanced Index Premium | 0.40% | 43%/57% | Passive |
TD Balanced Index | 0.89% | 50%/50% | Passive |
Notes: The bond/stock mix is approximate for active funds. * varies depending on the amount and duration of investment. | |||
Fund vs Investor Returns in the U.S.
10 Year Average Annual Returns | |||
|
| Fund | Difference |
US Equity | 1.6% | 0.2% | -1.4 |
Natural Resources | 12.6% | 8.1% | -4.5 |
Technology | -6.9% | -10.9% | -4.0 |
International Equity | 3.2% | 2.6% | -0.6 |
Global Real Estate | 10.7% | 0.7% | -10.0 |
Balanced | 2.7% | 3.4% | 0.7 |
All Funds | 3.2% | 1.7% | -1.5 |
Source: Morningstar, How the Average Investor’s Returns Compare with the Average Fund’s, data through 12/31/2009 | |||