Balanced Funds

topic on 1 show · 1 statements across 1 episodes

Acquired

1 statements about Balanced Funds, every show

ACQUIRED Assertion Supported
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.”
David Rosenthal May 18, 2026 ▶ 39:24 Vanguard: The communist capitalist who saved investors a trillion dollars (Audio) · Acquired

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