balanced fund

American  

noun

Finance.

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

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Example Sentences

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

“But people can get overwhelmed by complexity in investing. A balanced fund offers more understandability.”

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

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