Dec 4, 2019 Many investors equate “conservative” and “balanced mutual fund” with modest returns. I'll share with you the Morningstar's analysis of this fund. fund to the S&P (using Vanguard Total Stock Market Index Fund, VTSAX). is not a deterrent, but a testament of confidence by retail & institutional investors. Feb 13, 2019 What's the most important thing about performance in a mutual fund? A bit more than If you want to know more about a fund, Morningstar is the place to go. Use the ticker to Columbia Mid Cap Index (NTIAX), A, C, 10.2, 3.8, 0.45 Franklin Balance Sheet Investment (FCBSX), D, C, 6.7, 0.9, 1.67. Franklin Oct 1, 2014 Active Share · Capital Gains · The Navigator · Workplace At the opening keynote, Ben Johnson, Morningstar's director while slightly underperforming Vanguard's Balanced Index Fund VBINX, but to the exclusivity of institutional investors and advisors, which strikes me as being shareholder unfriendly.