A mutual fund that buys a combination of common stock, preferred stock, bonds,...
A portfolio composed of both stocks and bonds, presumably to achieve a balance of growth and income.
mutual fund that buys a combination of common stocks, preferred stocks, bonds, and short-term bonds, to provide both income and capital appreciation while avoiding excessive risk. see also growth fund.
A fund with an investment objective of both long-term growth and income, through investment in both stocks and bonds. Typically, the stock/bond ratio ranges around 60%/40%. This broader diversification across asset classes tends to further reduce risk.
These funds combine objectives of growth and income by investing in stocks for appreciation and bonds for income payments.
mutual fund that invests in a mixture of bonds, preferred stock, and common stock to diversify risk across different types of securities.
An investment portfolio that diversifies its holdings over a range of asset classes including shares, fixed interest, property, overseas security and cash. It provides long-term capital growth and a reasonable level of income. This type of fund usually maintains a prudent level of growth assets in its portfolio.
mutual fund that invests in both stocks and fixed-income securities.
A mutual fund that invests in a mixture of stocks, bonds and cash. A balanced fund attempts to blend asset classes to produce a conservative growth and income portfolio. It is also known as a "hybrid" or "asset allocation" fund.
A mutual fund scheme that invest half in corpus in equity and the other half in debt instruments. A balanced fund is less riskier than an equity fund but at the same time gives better returns than an debt fund.
A mutual fund that buys a mixture of stocks but invests at least one-fourth of its money in bonds.
A mutual fund that seeks to provide a mixture of safety, income and capital appreciation. It invests in a mix of fixed income and equity investments, usually with specific minimum and maximum proportions.
A mutual fund that invests in varying proportions of equities, bonds and cash to offer potential for both growth and income.
1) An investment portfolio which diversifies its holdings over a range of asset classes which typically include shares, fixed interest, property, overseas securities and cash. 2) A fund that has several objectives, moderate long-term growth of capital, moderate income, and moderate stability.
A mutual fund that maintains a balanced portfolio of bonds, preferred stocks and common stocks or money-market instruments.
A fund that buys both bonds and stock.
An investment portfolio that typically contains investments in stocks, bonds and cash.
A mutual fund that seeks both growth and income, generally through a combination of stock and bond investments.
a fund whose primary objective is to conserve principal by maintaining at all times a balanced portfolio of both stocks and bonds
a good product for investors who are looking for moderate risk (and thus return) - lower than that offered by pure equity products and higher than that offered by pure debt products
a mix of bonds and equities
a mixture of stocks and bonds
a mutual fund that places its monies into several types of investment vehicles in the attempt to provide returns that include both income and growth
a type of mutual fund that spreads its investments among stocks, bonds and cash equivalents in order to achieve moderate growth of both income and capital
Sometimes called a diversified fund, a type of managed fund whose investment strategy is to have some proportion of its investments in all major asset classes, and to create a risk/return balance between different types of investments.
Seek both income and capital appreciation by investing in a generally fixed combination of stocks and bonds. These funds generally hold a minimum of 25% of their assets in fixed-income securities at all times.
Mutual fund that combines investments in common stock, bonds, and preferred stock. Its goal is to provide income plus some capital appreciation.
One which buys both stocks and bonds, often in a fixed proportion. The fund seeks both capital appreciation and income.
It is one of the constituent funds of the Plan. Its investment objective is to provide members with capital appreciation and a stable level of income over the long term by investing primarily in bank deposits, global bonds and global equities.
Balanced funds are mutual funds that invest in a combination of common stock, preferred stock, and bonds to meet their dual investment goal of seeking a strong return while minimizing risk.
Any collective investment scheme that provides a combination of equities, bonds, and/or money market instruments.
A private equity fund strategy whereby a wide range of investment targets is pursued, as distinct from a Specialized Fund.
Also known as Diversified. The investments are spread over a number of asset classes eg shares, bonds, property, cash.
A fund that holds a variety of different assets such as stocks, bonds, cash equivalents, real estate, etc. This type of fund seeks to produce investment returns from both current income and capital appreciation and attempts to avoid excessive risk.
A fund investing in both equities and bonds.
A fund that invests substantially both in debt and equity.
A mutual fund that invests in a mix of stocks and bonds to minimize risks
A fund that seeks both growth and income, with stability of principal, through a portfolio that includes stocks and bonds.
A fund with a diversified spread of asset holdings typically covering investments in shares, fixed interest, property and cash.
A mutual fund that invests in both stocks and bonds.
A mutual fund that invests in a mix of bonds, preferred stocks, and common stocks with the three-part goal of conserving the investors initial principal, paying current income, and achieving long-term growth.
A fund that maintains a balanced portfolio, generally 60% bonds or preferred stocks and 40% commons stocks.
A diverse portfolio including a range of asset classes, eg shares, cash, property, fixed interest in roughly equal proportions.
a type of diversified managed investment whose investment strategy is to have some proportion of its investments in all major asset classes with a higher exposure to growth assets.
A mutual fund which has an investment policy of ‘balancing ‘ its portfolio, generally by including bond, preferred stocks and common stocks(equity share).
A mutual fund that buys a combination of stocks, bonds, and short-term securities. Generally, such a fund pursues high total return with reasonable risk. Such funds are designed to provide a high level of income and some capital appreciation potential. These funds may offer less growth potential, and have historically less volatility, than funds which invest solely in stocks.
A common trust fund or mutual fund that maintains a balanced portfolio, generally 50% bonds or preferred stocks and 50% common stocks, but this percentage can and does vary.
A type of investment fund where the main objective is to preserve capital, therefore investing in bonds, preferred and ordinary shares. See Closed End Company, Mutual Fund.
A mutual fund that seeks to provide some combination of growth, income, and conservation of capital by investing in a mix of stocks, bonds, and/or money market instruments.
The objective of this mutual fund is to build a balanced portfolio made up of bonds and shares in proportions that vary based on market conditions and the forecasts of the fund managers.
this portfolio provides a balanced exposure to and range of assets and aims to produce an appropriate mix of capital growth and income over the medium to long term. The income from this portfolio should be relatively tax effective due to its exposure to shares and property.
A common name for a portfolio that is usually invested in significant proportions of the major asset classes e.g. the Westscheme Trustee's Selection.
A mutual fund that generally has an objective of conserving the investors' initial principal, payment of current income, and promoting long-term growth of both principal and income, usually having a portfolio mix of bonds, preferred stocks, and common stocks
A mutual fund that typically diversifies its assets among a variety of classes, such as stocks, bonds and money market securities. The allocation of assets may change based on the prevailing market conditions.
An investment company that invests in both stocks and bonds.
Any mutual fund that provides a combination of stocks, bonds, and/or money market instruments.
A type of mutual fund whose stated investment policy is to have, at all times, some portion of its investment assets in bonds and stocks, creating a balance between the two types of securities.
An investment company that invests in stocks and bonds. The same as a balanced mutual fund.
A kind of mutual fund that typically buys a mixture of bonds, preferred stock, and common stock to achieve the highest return with the lowest risk. It blends long-term growth from stocks with income from dividends.
A type of mutual fund which has a balanced portfolio consisting of bonds and preferred stock (providing income) as well as common stock (providing growth potential).
an investment option in the Annuity Fund. Click here to learn more.
Investment company or mutual fund that diversifies its portfolio holdings over a wide list of common stocks, bonds, and/or preferred issues.
A fund with specialized investment goals for balanced investing. Investing in a combination of stocks, bonds, and cash.
A fund that seeks both growth and income by investing in a combination of stocks and bonds. These portfolios may offer less growth potential, but they also tend to be less volatile than portfolios that invest only in stocks.
A balanced fund invests in a mix of different asset classes including shares, property, bonds and cash.
A mutual fund that invests in a combination of securities (usually stocks and bonds).
A fund investing in stocks, bonds, and money market securities. Balanced funds offer moderate risk and consistent returns.
invests in a combination of stocks and bonds to provide both growth and income
A mutual fund which has an investment policy of "balancing" its portfolio generally by including bonds and shares in varying proportions influenced by the fund's investment outlook.
a type of managed fund where the investment strategy is to have, at all times, some proportion of its investments in all asset classes, creating a risk and return balance between the types of investments.
See on: Investopedia A mutual fund that invests its assets into the money market, bonds, preferred stock, and common stock with the intention to provide both growth and income. Also known as an asset allocation fund.
An investment portfolio with holdings in a range of asset classes, including shares, fixed interest, property, overseas securities and cash.
A balanced fund is a mutual fund that has a diversified portfolio of stocks and bonds. The objective of this diversity is to achieve a high return with low risk. This type of fund typically offers less risk and a higher yield, but less upside potential, than a pure stock fund.
Funds which blend investments in stocks and bonds are commonly known as balanced funds. A balanced fund typically has the flexibility to change the investment mix based on then-current economic conditions. The returns for balanced funds have typically been greater than those of bond and money market funds, but lower than those of pure stock funds. Investing in both types of securities means the value of principal should fluctuate less than it would in a stock or bond fund alone.
Balanced fund include both equity and debt schemes, with 50-75 per cent in equity and the rest in debt.
An investment portfolio that spreads its holdings over a range of high-growth and lower-growth asset classes. An average balanced fund is often used as a benchmark for funds to compare their investment performance.