- Balanced Fund
- A fund that combines a stock component, a bond component and, sometimes, a money market component, in a single portfolio. Generally, these hybrid funds stick to a relatively fixed mix of stocks and bonds that reflects either a moderate (higher equity component) or conservative (higher fixed-income component) orientation.
A balanced fund is geared toward investors who are looking for a mixture of safety, income and modest capital appreciation. The amounts that such a mutual fund invests into each asset class usually must remain within a set minimum and maximum.
Although they are in the "asset allocation" family, balanced fund portfolios do not materially change their asset mix. This is unlike life-cycle, target-date and actively managed asset-allocation funds, which make changes in response to an investor's changing risk-return appetite and age, or overall investment market conditions.
Investment dictionary. Academic. 2012.
Look at other dictionaries:
balanced fund — n. a mutual fund made up of both stocks and bonds … English World dictionary
Balanced fund — An investment company that invests in stocks and bonds. The same as a balanced mutual fund. The New York Times Financial Glossary * * * balanced fund balanced fund ➔ fund1 * * * balanced fund UK US noun [C] ► FINANCE a type of investment in which … Financial and business terms
balanced fund — An investment company that invests in stocks and bonds. The same as a balanced mutual fund. Bloomberg Financial Dictionary * * * balanced fund balanced fund ➔ fund1 * * * balanced fund UK US noun [C] ► FINANCE … Financial and business terms
balanced fund — noun : a security portfolio comprising both bonds and stocks * * * Finance. a type of open end investment company that includes bonds and preferred stocks in its portfolio. * * * balanced fund, a type of mutual fund that invests in bonds and… … Useful english dictionary
balanced fund — Finance. a type of open end investment company that includes bonds and preferred stocks in its portfolio. * * * … Universalium
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Balanced mutual fund — This is a fund that buys common stock, preferred stock and bonds. The same as a balanced fund. The New York Times Financial Glossary … Financial and business terms
balanced mutual fund — This is a fund that buys common stock, preferred stock, and bonds. The same as a balanced fund. Bloomberg Financial Dictionary … Financial and business terms
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