Balanced mutual fund

(redirected from Balanced Funds)

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.
Mentioned in ?
References in periodicals archive ?
To keep taxes and expense ratios down, however, an increasing number of balanced funds are trying to hold down trading and minimize distributions, much like tax-efficient index funds.
Haber since November 1986, ranked 217 out of 219 balanced funds tracked by Lipper Analytical Services last year, and 41st out of 61 such funds over the last five years.
The most significant findings, however, relate to the performance of the three tactical asset allocation funds in relation to the balanced funds reported on in the chart's last three columns.
investment adviser to Pax World Funds ("Pax"), which launched the nation's first socially responsible mutual fund in 1971, today announced that the Pax World Balanced Fund (the "Fund") has continued to deliver consistent long-term performance by ranking in the top 9 percent of balanced funds tracked by Lipper (75th out of 814 balanced funds) for the one-year period and the top 7 percent (16th out of 245 balanced funds) for the ten-year period ended December 31, 2007, according to Lipper.
Summary: First-time investors with moderate risk profile should go for balanced funds.
Balanced funds provide the best of both equity and debt, varying their exposure to maximise profits or cut losses in a volatile mkt, says Tanvi Verma
The AFBA 5Star Balanced Fund is only 1 of 5 Balanced Funds in the Morningstar Moderate Allocation category (962 funds) that offers a retail-directed Class A or Advisor share class and has been awarded a 5-star Overall Morningstar Category rating based on risk-adjusted returns as of December 31, 2008.
The mutual fund industry's answer for jittery investors like yourself has been a type of hybrid investment called either balanced funds or asset allocation funds.
stock funds, international equity funds, balanced funds, taxable bond funds, and municipal bond funds respectively accounted for the following approximate percentages of the 2005 rankings: 55.
Summary: Balanced funds provide the best of both equity and debt, varying their exposure to maximise profits or cut losses, in a volatile market.
For the 5-year period ended December 31, 2004, the Pax World Balanced Fund came in at #127 out of 368 balanced funds tracked by Lipper for that period based on total return, with an average annual total return of 3.
Wellington Fund, with assets of $44 billion, is one of the industry's largest balanced funds.

Full browser ?