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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

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

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

The typical balanced fund looks to lock in about 85% of the stock market's return but only about 65% of its volatility, estimates Jonathan Hill, an investment-strategy specialist with Gibraltar Private Bank & Trust.

From The Wall Street Journal • Mar. 19, 2012

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