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Fundamentals Still Favor Stocks Over Bonds

Though he's lightened his equity stake, stocks are still an overweight for Ramin Arani, manager of Bronze-rated moderate-allocation Fidelity Puritan Fund.

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Russ Kinnel: Hi, I'm Russ Kinnel, director of manager research for Morningstar. I'm joined today by Ramin Arani, manager of Fidelity Puritan, which has a [Morningstar Analyst Rating of Bronze and a 4-star rating].

Ramin, I want to start off by asking you a question: Is running the equity sleeve of a balanced fund different from running just an equity fund without a bond sleeve attached?

Russel Kinnel does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.