Blend Fund

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Blend Fund

A mutual fund that invests in some combination of value stocks and growth stocks. That is, a blend fund attempts to hedge its risk by investing in stocks that are considered to be generally stable while at the same time attempting a high return by investing in high risk, usually new, stocks. A blend fund may invest in small cap, medium cap, or large cap companies, or some combination of the three. A blend fund is also called a hybrid fund and became relatively common because of promotion by Morningstar, Inc. See also: Dual-Purpose Fund.
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Without this integration of the underlying holdings, most rebalancing systems have a difficult time dealing with blend funds when doing rebalancing, as the systems are not able to properly categorize blend funds.
Internationally, strong flows for both diversified emerging markets and foreign large blend funds were largely offset by significant outflows in Europe- and Japan-focused stock funds.
Brown Capital Management (BCM) has achieved a Morningstar overall rating of 5 stars for its International Equity Fund, investor class in a category of 694 foreign large blend funds based on risk adjusted returns as of December 31, 2015, the company said.
Since that time, Congress has authorized an innovative initiative, Performance Partnerships, which will ultimately allow up to 20 communities to blend funds across multiple education, criminal justice, labor, and other programs to better meet the needs of their disadvantaged youth populations.
Based on its total returns over 1, 3, 5, 10, and 15 years through December 31 2012, the Litman Gregory Masters International Fund ranked in the top 23%, 25%, 31%, 14% and 7% for each of these periods among 786, 713, 589, 325, and 166 foreign large blend funds respectively*.
Morgan launched a target-date fund (TDF) series, JPMorgan SmartRetirement Blend Funds.
During the past five years, however, precious metals funds returned nearly 22% a year on average, twice as much as large blend funds.
Had Rothenburg invested in the average of the 135 largest large-cap blend funds with assets in excess of $1 billion each, his five-year average annual rate of return would have been -1.
Scott Opsal, director of equities at Leuthold Weeden Capital Management, writes in a recent report that actively managed large-cap blend funds -- defined by Morningstar as funds that combine growth and value but aren't dominated by either -- have a much greater chance of outperforming over the long term when average market returns are low or negative.
Morgan launched a target-date fund (TDF) series, JPMorgan SmartRetirement Blend Funds, which keeps the overall asset allocation and glide path design of SmartRetirement TDFs.
Witness that, as a rough barometer, for the last five years investors in large blend domestic equity funds have pocketed an average annualized return of 12%, while investors in international large blend funds have enjoyed returns of 18%.