3 Great Balanced Funds for 2025

Jason Kephart: For over a decade, US stocks have dominated the global stage—outperforming the rest of the world in 12 of the last 15 years. But so far in 2025, the tables have turned. The Morningstar Global Markets ex US Index has gained about 7% through early March, and the Morningstar US Market Index has lost about 2%. You don’t have to believe a great rotation is underway to realize having some international stocks in your balanced portfolio will help with diversification. And there’s..