balanced fund

Balanced Fund

A mutual fund that invests its assets into the money market, bonds, preferred stock, and common stock with the intention to provide both growth and income. Also known as an asset allocation fund.

Notes:

A balanced fund is geared towards investors looking for a mixture of safety, income, and capital appreciation. The amount the mutual fund invests into each asset class usually must remain within a set minimum and maximum.

See also: Asset Allocation Fund, Global Fund, Mutual Fund

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Balanced fund

An investment company that invests in stocks and bonds. The same as a balanced mutual fund.

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balanced fund

An investment company that spreads its investments among stocks and bonds. Essentially, a balanced fund is a middle-of-the-road fund made up of investments that will achieve both moderate income and moderate capital growth.