Balanced Funds Get Dumped: The Great Portfolio Makeover of 2025
Key Points
- Investors are pulling out of balanced funds as they seek low...
Who knew mutual funds could be so high maintenance? As interest rates continue their skyward journey, investors are giving their portfolios a serious makeover, and balanced funds are getting the cold shoulder treatment.
Money Goes Where The Fees Ain't
The once-mighty balanced fund segment, worth a whopping C$800 billion, has been experiencing what we'll politely call a "strategic investor exit" for three straight years. In plain English: investors pulled out C$13 billion faster than you can say "market turbulence." Even with balanced funds' comeback tour in 2023-24, the classic 60/40 portfo...
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