balanced funds
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 18, 2026 by David Rosenthal · across every show →
Everything said about balanced funds, oldest first
May 18, 2026
Balanced mutual funds fell from 40% market share to under 1% by 1975
“Before the go-go era, that balanced style was 40% of the entire fund market in 1955. That had declined by 1965 all the way down to 17% and would just keep dropping. By 1975, 10 years after that, it was down to less than one percent of the entire market.”