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balanced fund

American  

noun

Finance.
  1. a type of open-end investment company that includes bonds and preferred stocks in its portfolio.


Example Sentences

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During the bear market of the 2000s, for example, the plain balanced fund made you effectively no money in real terms.

From MarketWatch ● Jul. 8, 2026

That means if the market dropped 10%, Wellington would likely see an 8.7% decline, while the typical balanced fund would decline by 9.1%

From Barron's ● Apr. 3, 2026

His Wanjia Macro Timing Mixed Fund was the best performing balanced fund this year, reaping a return of 48.4%.

From Reuters ● Dec. 30, 2022

When the fund failed to outperform peers, investors fled, mostly under the guise that they had bought a stock fund and now owned a bond or a balanced fund.

From Seattle Times ● Jun. 15, 2019

Each provider must also offer at least two investment options, including a target-date fund and a balanced fund.

From New York Times ● Jan. 19, 2016

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