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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

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

And the old balanced fund is lately finding new fans.

From New York Times Jul. 13, 2018

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

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