Dictionary.com
Thesaurus.com
Showing results for balanced fund. Search instead for balanced flow.

balanced fund

American  

noun

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


Example Sentences

Examples are provided to illustrate real-world usage of words in context. Any opinions expressed do not reflect the views of Dictionary.com.

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

Furthermore, with average expenses of 0.85 percent per year, these funds charge more than the 0.7 percent in fees levied by the typical actively managed balanced fund, according to Morningstar.

From Reuters • Oct. 10, 2014

This year, the average balanced fund is up 8%, compared with 11% for the Standard & Poor's 500-stock index.

From The Wall Street Journal • Mar. 19, 2012