balanced fund

noun

Finance.

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

Example Sentences

The American Balanced fund, a 60/40 portfolio, is up 17.6% this year, outperforming the typical large-cap stock fund’s 15.9% return.

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The results in 2022 were “extraordinarily unusual,” says Paul Benjamin, principal investment officer of the American Balanced fund, which saw a loss of 11.8% that year.

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But Tom Plumb, portfolio manager at Plumb Balanced Fund, said he doesn't expect the Fed to start lowering interest rates anytime soon as the U.S. economy is still showing signs of strength and inflation is not abating as quickly as expected.

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

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The Vanguard Balanced Fund provides a clear example.

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