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The objective of a balanced fund is to conserve the investor's principal, pay a high level of income, and promote long-term growth

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14y ago

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What are the best balanced mutual funds according to US News?

According to U.S. News, the best balanced mutual fund depends on different categories, including the type of allocation. For aggressive allocation, the best balanced mutual fund is the SAAT Moderate Strategy Allocation Fund, whereas for conservative allocation James Balanced: Golden Rainbow Fund ranks highest. For moderate allocation, Mairs & Power Balanced Fund is ranked as best by U.S. News.


What does balanced fund offers?

A balanced fund offers the combination of a stock component, bond component and sometimes a money market component. These things combined balance out the portfolio.


What does a balanced fund own?

Assets in this type of fund are usually invested in a combination of conservative bonds, preferred stock, and common stock


Who is bal strat masviaach?

I think it's the code for an automated bank withdrawal to a "Balanced Strategy" (bal strat) IRA or Mutual Fund. I moved some money from my checking account to a "Balanced Strategy" fund and this is how it was coded by my bank.


What is a fund balance?

A balanced fund invests in a mix of debt and equity. most balanced funds available in the market keep a minimum of 65% in equity. This qualifies them as an equity oriented fund and the are eligible for tax benefits on long term capital gains. Balanced funds aim to derive growth from equity component and stability from debt component. they can dynamically shift from one asset class to another as the markets change course - which is difficult for the individual to do with a combination of an equity and an income fund.HDFC Prudence and SBI Magnum Balanced fund are good performing funds in this class.


Where can one find information on balanced funds?

Wisegeek dot com has some great information on balanced funds and what they are. They also have a great listing of how to determine what mutual fund to make balanced.


What parts make up a balanced fund?

A balanced fund is made up of many mutual funds in order to minimize the risk to the investor. If one stock performs very badly it will not ruin the entire investment and can be offset by others performing well.


Investment that provides low-risk moderate growth and dividend investment opportunities?

balanced fund


What can I do with my stock mutual funds?

How much risk you want to take will help determine what type is best for your situation. The most balanced type of stock mutual fund is a Blend Fund; it combines growth and value funds to provide more security than a straight growth fund but higher average growth than a value fund. Investing in a full Growth Fund has the potential for more payout, but higher risk, while investing in a Value Fund is more stable but with lower average payout.


What is the Asset Allocation percentages of HDFC Prudence Fund?

HDFC Prudence Fund is a Balanced Fund that invests a healthy portion of its assets in Debt and other Fixed Income Instruments. The Asset Allocation % on the various asset categories for this fund is as follows: Equity - 61.36% Debt - 20.85% Others - 14.13% (This includes Equity related products like Derivatives & other Instruments) Money Market - 2.3% Cash - 1.35%


What are top 5 diversified equity mutual funds in India?

According to me these are the best equity mutual funds to invest in India. 1. IDFC Premier Equity A fund-Growth. 2. Birla Sun Life Dividend Yield Plus fund-Growth. 3. Reliance Equity Opportunities fund -Growth. 4. HDFC Balanced fund-Growth. 5. ICICI Prudiential Discovery fund-Growth. And to add a pinch of Gold you can add Reliance Gold Savings fund to your portfolio. BY: Chandra Mohan Semwal. Email ID: mohansemu@gmail.com.


What is the value of a balanced budget?

A balanced budget matches expenses with revenues. If your budget is not balanced you are either spending more than you take in and you have to borrow the difference or you are taking in more revenue than you can spend and that warehouses money. Budgeted reserves, a hard thing to manage, are part of the budget and should be adopted as plain policy. In that case you are setting aside revenue over expenses for a specific purpose (such as a rainy-day fund or a disaster fund.) Debt, or borrowing, can be part of a budget as well, usually showing debt payments and reserves in a sinking fund. If you maintain a sinking fund in your budget you still have a balanced budget. Typically debt is for some specific purpose, such as a new road or a bridge. In the Federal Budget there are no debts for bridges, roads, battleships or whatever they are all paid for in cash. So it could be said that some portion of the Federal budget should be shown as a debt owed for capital projects. But it is not accounted for in that fashion today. A balanced budget has value because you avoid debt to support spending and you avoid warehousing money that taxpayers might be able to spend themselves.