Balanced fund

Balanced fund

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

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.

Balanced fund.

Balanced funds are mutual funds that invest in a portfolio of common stocks, preferred stocks, and bonds to meet their investment goal of seeking a strong return while moderating risk.

Balanced funds generally produce more income than stock funds, though their total return may be less than stock fund returns in a strong stock market.

In a flat or falling stock market, however, disappointing returns on equity investments may be offset by a stronger performance from a balanced fund's fixed-income investments.

Balanced funds are sometimes described as a type of asset allocation fund, which provides the opportunity to spread your money among asset classes with one investment.

References in periodicals archive ?
has obtained the requisite unitholder approval at a special meeting of unitholders and has also obtained the requisite regulatory approval to merge the Excel Blue Chip Equity Fund into the Excel Emerging Markets Balanced Fund (formerly, Excel EM Blue Chip Balanced Fund), an open-end mutual fund managed by the manager, the company said.
Of the three QDIA options-balanced funds, target-date funds (TDFs), and managed accounts-TDFs get used most, but could a balanced fund be just as good for many participants?
Dividends will be paid as follows: George Putnam Balanced Fund -- Class B Shares will pay a dividend of USD0.
Manulife Investments today announced that three of its mutual funds, Manulife Dividend Income Fund (Advisor Series), Manulife Global Small Cap Balanced Fund (Advisor Series) and Manulife Monthly High Income Fund (Advisor Series) have been recognized at the prestigious 2015 Lipper Fund Awards, in Toronto on November 4.
Financial planners say you may be far better off being in a balanced fund that could come closest to an NPS with an equity option, and the difference in returns could be several lakh rupees over decades.
RHB Asset Management (RHBAM), a wholly-owned subsidiary of RHB Investment Bank in Malaysia, has launched Hong Kong's first Shari'ah-compliant, actively managed Islamic balanced fund i.
A significant subset of that balanced fund category is target-date funds.
This is the third fund within the bank's balanced fund range.
Recent investment performance figures show that the fund has produced returns in line with Namibia's best performing balanced fund managers over the past 12 months following years of underperfomance.
Not surprisingly, both Winslow Green Growth Fund and Green Century Balanced Fund hold many of the same stocks, such as the water purification company Ionics.
9 per cent and ranked in the first quartile of the universe of balanced fund managers.
One approach is to invest in bonds through a balanced fund that holds both stocks and bonds.

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