Balanced mutual fund

Balanced mutual fund

This is a fund that buys common stock, preferred stock, and bonds. The same as a balanced fund.

Balanced Mutual Fund

A mutual fund with a portfolio mixing stocks, bonds, and cash equivalents in different types of securities in a more-or-less fixed ratio. Balanced mutual funds are used for long-term investing. They also seek to diversify one's portfolio and avoid volatility in any one market. It is an example of an asset allocation fund.
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Moreover, investments in any equity or balanced mutual fund scheme are tax-free after one year of holding period.
Paper by Puri analyzes performance of balanced mutual fund schemes in Indian scenario.
Vanguard's expertise in offering actively managed mutual funds dates back to 1929 with the launch of Vanguard Wellington[TM] Fund, the nation's oldest balanced mutual fund.
NIGFUND is a balanced mutual fund launched in 2002 to satisfy the investment objectives of individual and institutional investors.
But before you use a balanced mutual fund as a proxy for asset allocation, examine the prospectus carefully to make sure it reflects the mix most suitable for your long-term investment goals.
Wellington Management, which created the first balanced mutual fund more than 80 years ago, has a long history of managing balanced investments.
The CCM equity team also is responsible for managing four equity mutual funds as well as the equity allocation within a balanced mutual fund.
But you might be confident that a particular industry will do unusually well over the long term, and you might want to put a larger part of your portfolio in that sector than your balanced mutual fund is doing.
Our position as one of the most geographically balanced mutual fund families, with nearly 50 percent of stock fund assets under management invested overseas, compelled us to develop a thoughtful guide that illuminates the environment for global investing.
and volatility characteristics of a typical balanced mutual fund.

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