Investment Q&A

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Vanguard Balanced ETF Portfolio (VBAL $37.61)
- $37.61 P/E (TTM): 1.9X Cap: $4.63B
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Global X Balanced Asset Allocation ETF (HBAL $17.72)
- $17.72 P/E (TTM): 19.9X Cap: $164M
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iShares Core Balanced ETF Portfolio (XBAL $34.09)
- $34.09 P/E (TTM): 14.56X Cap: $2.76B
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BMO Balanced ETF (ZBAL $15.18)
- $15.18 P/E (TTM): 14.94X Cap: $485M
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Q: I was intrigued by this ETF and also looked up these other fidelity funds. can you give me your assessment of these three as a one stop shop for a retired senior looking for some fixed and growth investments being somewhat conservative. Any other suggestions for a income/ balanced, and equity ETF

Thanks Dave

Asked by Dave on October 10, 2025

5i Research Answer:

Most of the major ETF providers have all-in-one offerings such as this. We will focus on the...

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