Overview

What is BalanceIt! Mutual Funds?

helps you attain a desired balance of stocks, bonds, and cash reserves in your portfolio of mutual funds while maximizing your return.

In depth

A closer look at BalanceIt! Mutual Funds

By specifying your investment strategy and the funds which are currently in your portfolio (or which you are interested in adding to your portfolio), BalanceIt! searches for the best combination of funds that maximizes the total return while satisfying your investment strategy. It also includes a Planner Wizard which asks several questions to determine an appropriate investment strategy.

BalanceIt! Mutual Funds lets you: choose an investment strategy or define your own asset allocation goal; specify stock, bond, and cash reserve allocations for each fund; meet your asset allocation goal using any combination of funds; view and print analysis results; and learn more about mutual fund investing through the online help.

Verdict

Should you download BalanceIt! Mutual Funds?

BalanceIt! Mutual Funds runs on Windows 95/98/Me/NT/2000/Windows 10/11 and is available under the 14-day Trial license — the installer is 981 KB. We’ve catalogued it under Investment Analysis.

Verified clean. Every BalanceIt! Mutual Funds build on SoftLookup is scanned for viruses, spyware, adware, trojans and backdoors. We re-test on every update.

BalanceIt! Mutual Funds specifications

Category: Investment Analysis
Publisher: ProjectOne Software
Last updated: Feb 8, 2025
License: 14-day Trial
Operating system: Windows 95/98/Me/NT/2000/Windows 10/11
File size: 981 KB
Price: Free
Page views: 494

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BalanceIt! Mutual Fundsv1.43

What is BalanceIt! Mutual Funds?

A closer look at BalanceIt! Mutual Funds

Should you download BalanceIt! Mutual Funds?

BalanceIt! Mutual Funds specifications

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