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

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

That was better than the 5.63 percent annualized total return of those same funds, indicating that balanced fund investors typically avoided maladroit timing.

From New York Times • Jul. 13, 2018

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