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.
Of 595 small blend funds. 3-yr rating 3 stars; 612 funds.
Morgan launched a target-date fund (TDF) series, JPMorgan SmartRetirement Blend Funds. SmartRetirement Blend keeps the overall asset allocation and glidepath design of SmartRetirement target-date funds, while incorporating the selection of some passive investments for fee efficiency.
The exceptions are mid-cap value funds and small blend funds. SRFs have higher returns in all three categories of fixed-income funds than category averages.
"The federal government likes for us to blend funds; that way we can have job-embedded staff development in one or all of our schools." By putting the funding toward a distance learning system, "we are killing multiple birds with one stone," she says.
During the past five years, however, precious metals funds returned nearly 22% a year on average, twice as much as large blend funds. Therefore, risk-takers were rewarded.
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 -1.89% and his 10-year average rate of return would have been 10.57%, turning the $10,000 into $27,313 over the 10-year period.
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.