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Balanced fund

A mutual 

Fund

 that buys a 

Combination

 of common stock, 

Preferred stock

, bonds, and 

Short-term

 bonds, to provide both income and capital 

Appreciation

 while avoiding excessive 

Risk

. The purpose of balanced funds (also sometimes called hybrid funds) is to provide investors with a 

Single

 mutual 

Fund

 that combines both 

Growth

 and income 

Objective

, by investing in both stocks (for growth) and bonds (for income). Such diversified holdings ensure that these funds will manage downturns in the stock 

Market

 without too much of a loss; the flip side, of course, is that balanced funds will usually increase less than an all-stock 

Fund

 during a 

Bull

 market.



Related Terms: 35

Appreciation

,

Balance

,

Balanced fund

,

Buy

,

Bull

,

Bull market

,

Capital

,

Capital appreciation

,

Call

,

Cap

,

Combination

,

Downturn

,

Dow

,

ECI

,

Fund

,

Growth

,

Inc.

,

Mutual fund

,

Market

,

OID

,

Objective

,

Own

,

Preferred stock

,

Risk

,

RSI

,

Ring

,

Short-term

,

Stock market

,

Stock fund

,

Short

,

Single

,

Term

,

Term bond

,

Void

,

Vesting


Other Related Pages:

Category: Stocks


Starting With: B


Semi Related Terms: 1000  CLICK HERE TO VIEW

10-K

,

12b-1 funds

,

19c3 stock

,

Adjusted balance method

,

Allowance for depreciation

,

Appreciation

,

Account balance

,

Automatic Funds Transfer

,

Average daily balance

,

Average daily balance method

,

Accrual bond

,

Accrual of discount

,

Accrued market discount

,

Accumulation bond

,

Agency bond

,

American Municipal Bond Assurance Corporation

,

American Stock Exchange

,

Amortization of premium

,

Assumed bond

,

At par

,

Authority bond

,

All or any part

,

At best

,

At call

,

Adjustable rate preferred stock

,

All-risks coverage

,

At risk

,

Add-on service

,

Abstract of title

,

Action to quiet title

,

As is

,

Assignment to creditors

,

Attorney in fact

,

Amortization term

,

Assignment of mortgage

,

Aggressive growth fund

,

A shares

,

Asset allocation fund

,

At the money

,

Age-weighted plan

,

Across the board

,

Additional paid-in capital

,

Average down

,

Active market

,

Against the box

,

At the bell

,

At the close

,

At the figure

,

At the full

,

At the market

,

At the opening order

,

Auction market

,

Automated Pricing and Reporting System

,

Away from the market

,

Accredited investor

,

Angel investor

,

Balance

,

Balanced budget

,

Below the line

,

Books of final entry

,

Books of original entry

,

Bank holding company

,

Banking Act of 1933

,

Baby bond

,

Balanced fund

,

Bearer bond

,

Bid-to-cover ratio

,

Blanket bond

,

Blend fund

,

Bond anticipation note

,

Bond Buyer

,

Bond circular

,

Bond crowd

,

Bond equivalent yield

,

Bond fund

,

Bond indenture

,

Bond market

,

Bond ordinance

,

Bond quote

,

Bond resolution

,

Bond swap

,

Brady bond

,

Bullet bond

,

Bureau of Public Debt

,

Buy

,

Brought over the wall

,

Buying on margin

,

Buy limit order

,

Buy minus

,

Buy minus order

,

Buy on close

,

Buy on opening

,

Buy order

,

Buy stop order

,

Buy the book

,

Balance of payments

,

Bear market

,

Board of Governors

,

Bulldog market

,

Breaking the syndicate

,

Bill of exchange

,

Bill of sale

,

Breach of trust

,

By the book

,

Bailing out

,

Bank term loan

,

Benchmark risk

,

B shares

,

Bull straddle

,

Buy and write

,

Borrowed stock

,

Buy-side

,

Balanced investment strategy

,

Before-tax income

,

Breadth-of-market theory

,

Beat the gun

,

Bull

,

Bull market

,

Capital

,

Capital appreciation

,

Capital asset

,

Capital efficiency

,

Capital expenditure

,

Capital growth

,

Capital investment

,

Capital liability

,

Capital loss

,

Capital resource

,

Common-size statement

,

Cost Of Goods Sold

,

Cost of sales

,

Clearinghouse funds

,

Compensating balance

,

Current income

,

Call

,

Callable bond

,

Call date

,

Called away

,

Called bond

,

Call price

,

Call protection

,

Call risk

,

Cap

,

Capital market

,

Capital structure

,

Catastrophe bond

,

CAT bond

,

Certificateless municipal bond

,

Certificate of Participation

,

Collateralized Bond Obligation

,

Combination bond

,

Committee on Uniform Securities Identification Procedures

,

Commodity-backed bond

,

Common stock equivalent

,

Companion bonds

,

Consolidated bond

,

Corporate bond equivalent

,

Coupon bond

,

Credit risk

,

Current coupon bond

,

Current market value

,

Call money rate

,

Closed out

,

Code of procedure

,

Credit balance

,

Cumulative preferred

,

Capitalization of income

,

Cap rate

,

Capital account

,

Capital consumption allowance

,

Capital formation

,

Cost of Living Adjustment

,

Cost-of-living index

,

Council of Economic Advisers

,

Cyclical stock

,

Cash and carry trade

,

Cash market

,

Certificated stock

,

Chasing the market

,

Cheapest to deliver

,

Chicago Board of Trade

,

Contract market

,

Country risk

,

Casualty loss

,

Combination plans

,

Convertible term insurance

,

Cost-of-living rider

,

Callable stock

,

Capital budget

,

Capital gains distribution

,

Certificate of stock

,

Common-law voting

,

Consumer stock

,

Control stock

,

Cost of carry

,

Certificate of title

,

Contract for deed

,

Cancellation of debt

,

Cash-out refinancing

,

Certificate of Claim

,

Cost of debt capital

,

Cost of funds

,

Crowding out

,

Capital appreciation fund

,

Clone fund

,

Closed-end fund

,

Closed fund

,

Core holding

,

Crossover fund

,

C shares

,

Call option

,

Call ratio backspread

,

Call swaption

,

Class of options

,

Close to the money

,

Combination

,

Counterparty risk

,

Covered call

,

Certificate of Occupancy

,

Cloud on title

,

Cash-balance plan

,

Cash or Deferred Arrangement

,

Cliff vesting

,

Combination annuity

,

Capital Asset Pricing Model

,

Capital commitment

,

Choice market

,

Class A Shares

,

Class B Shares

,

Conservative growth

,

Contributed capital

,

Crash of 1929

,

Crash of 1987

,

Capital gains tax

,

Capital loss carryover

,

Child and dependent care credit

,

Coefficient of determination

,

Cup and handle

,

Certificate of delivery

,

Close a position

,

Close market

,

Close out

,

Continuous market

,

Cornering the market

,

Curbs in

,

Curbs out

,

Corporate venture capital

,

Declining balance method

,

Double-declining balance depreciation method

,

Deposit in transit

,

Date of issue

,

Date of payment

,

Dealer market

,

Debt capital

,

Debt market

,

Deep-discount bond

,

Deferred interest bond

,

Discount bond

,

Discounted bond

,

Dollar bond

,

Dual currency bond

,

Division of Enforcement

,

Division of Investment Management

,

Division of Market Regulation

,

Do Not Reduce

,

Date of record

,

Dividend in arrears

,

Desk (the)

,

Division of labor

,

Downturn

,

Decreasing term life

,

Deal stock

,

Defensive stock

,

Distribution stock

,

Donated stock

,

Dow

,

Dow Jones Averages

,

Dow Jones Industrial Average

,

De-escalation clause

,

De facto

,

Doing business as

,

Durable Power of Attorney

,

Date of maturity

,

Debit balance

,

Debtor in possession

,

Debtor-in-possession financing

,

Deed of Release

,

Deed of Trust

,

Default risk

,

Discharge of bankruptcy

,

Discharge of lien

,

Down payment

,

Due-on-sale clause

,

Dual-purpose fund

,

Deep in the money

,

Deep out of the money

,

Deed of Surrender

,

Department of Housing and Urban Development

,

Dirty stock

,

Diversifiable risk

,

Dogs of the Dow

,

Dow dividend theory

,

Disposable income

,

Down volume

,

Deep market

,

Depth of market

,

Double auction market

,

Downside risk

,

Electronic Funds Transfer

,

Eurodollar certificate of deposit

,

Excess reserves

,

Equity risk premium

,

Escrowed to maturity

,

Eurodollar bond

,

Euroyen bond

,

Event risk

,

Ex-legal

,

External funds

,

External market

,

Either-or order

,

ECI

,

Economic growth

,

Economic growth rate

,

E-mini

,

Exchange for futures

,

Exchange for physical

,

Exchange of spot

,

Ex-pit transaction

,

Emerging market

,

Excess insurance

,

Excluded risk

,

Employee Stock Purchase Plan

,

Employee stock repurchase agreement

,

Ex-all

,

Enhanced index fund

,

Environmental fund

,

Equity fund

,

Exchange fund

,

Expiration time

,

Ex-warrants

,

Employee Retirement Income Security Act of 1974

,

Excess accumulation

,

Excess contribution

,

Excess distribution

,

Equity capital

,

Ex-rights

,

Ex-rights date

,

Ethical investing

,

Earned income tax credit

,

Excess profits tax

,

Excess returns

,

Financial capital

,

First In First Out

,

Federal funds

,

Federal Savings and Loan Association

,

Fed funds

,

Fidelity bond

,

First call date

,

Fixed income

,

Fixed income equivalent

,

Fixed-income arbitrage

,

Flight to quality

,

Flip-flop note

,

Floating-rate bond

,

Flow of funds

,

Free bond

,

Federal Call

,

Fill or kill

,

Front-ending an order

,

Fund supermarket

,

Forward P/E

,

Factors of production

,

Favorable balance of trade

,

Free market

,

Free market price

,

Fee-for-service

,

Fair market value

,

First preferred stock

,

Form 8-K

,

Form S-1

,

Full stock

,

Friends and family offering

,

Fund

,

Financial risk

,

Full faith and credit

,

Family of funds

,

Focused fund

,

Fund family

,

Fund manager

,

Fund of funds

,

Free and clear

,

Free right of exchange

,

Formula investing

,

Federal ID Number

,

Fourth market

,

Gross income

,

General Obligation Bond

,

Global bond

,

Gold bond

,

Government Bond

,

Guaranteed bond

,

Growth stock

,

G-7

,

General Agreement on Tariffs and Trade

,

G-8

,

Global fund

,

Growth

,

Growth strategy

,

Growth and income fund

,

Growth fund

,

Graduated vesting

,

Gather in the stops

,

Green investing

,

Growth industry

,

Going short

,

Graveyard market

,

High-grade bond

,

Housing bond

,

Hart-Scott-Rodino Act of 1976

,

Hit the bid

,

House call

,

House of issue

,

Health Insurance Portability and Accountability Act

,

High-tech stock

,

Holding company

,

Holder in due course

,

Hang out loan

,

Home equity line of credit

,

Hedge fund

,

Housing Market Index

,

Hybrid REIT

,

Hybrid annuity

,

Holding period

,

Head and shoulders

,

Hammering the market

,

Held at the opening

,

Holding the market

,

Hunkering down

,

Income statement

,

Income bond

,

Index bond

,

Index-linked bond

,

Industrial revenue bond

,

In escrow

,

Installment bond

,

Insured bond

,

Interchangeable bond

,

Interest rate risk

,

Intermediate-term

,

Invested capital

,

Investment-grade bond

,

Irredeemable bond

,

In-house

,

Investment Advisor Act of 1940

,

Investment Company Act of 1940

,

Income coverage

,

Income stock

,

In line

,

Income distribution

,

Inefficient market

,

International Monetary Fund

,

Inverted market

,

Internal market

,

Inside market

,

Insider Trading sanctions Act of 1984

,

Internal Rate of Return

,

Investor relations

,

Indication of interest

,

Inc.

,

In intestacy

,

Interest rate cap

,

In play

,

In-process research and development

,

Income fund

,

Income risk

,

Index fund

,

Institutional fund

,

International fund

,

Investment fund

,

Investment objective

,

I/O strip

,

Income property

,

Income replacement ratio

,

In-service withdrawal

,

Idiosyncratic risk

,

Income exclusion rule

,

Imbalance of orders

,

Imperfect market

,

In and out

,

Individual investor

,

Institutional investor

,

In sympathy

,

In the tank

,

Invisible venture capital

,

Junk bond

,

Jointly and severally

,

Jumping the gun

,

Joint will

,

Joint and several liability

,

Joint and survivor annuity

,

Joint Stock Company

,

Knock-out option

,

Last In First Out

,

Lender of last resort

,

Law of one price

,

Limited risk

,

Long Bond

,

Long-term

,

Lending at a rate

,

Limit-on-close order

,

Long Market Value

,

Law of demand

,

Law of supply

,

Limit down

,

London International Financial Futures and Options Exchange

,

Level term insurance

,

Long-term care insurance

,

Loan stock

,

Long-term debt

,

Long-Term Equity Anticipation Securities

,

Letter of comment

,

Legal age

,

Legal risk

,

Living will

,

Lifetime cap

,

Line of credit

,

Loan-to-cost

,

Loan-to-value

,

Lock-in

,

Long-term mortgage

,

Lifecycle fund

,

Load fund

,

Long-term lease

,

Large cap

,

Leading the market

,

Locked in

,

Long-term gain or loss

,

Loss carryover

,

Level I quotes

,

Liquid market

,

Locked market

,

Mutual association

,

Mutual company

,

Mutual Savings Bank

,

Maintenance bond

,

Market basket

,

Market capitalization

,

Market conversion price

,

Medium-term

,

Medium-term bond

,

Moral obligation bond

,

Mortgage bond

,

Municipal bond

,

Municipal bond fund

,

Municipal bond insurance

,

Municipal Bond Insurance Association

,

Municipal revenue bond

,

Muni fund

,

Maintenance call

,

Make a market

,

Margin call

,

Market if touched order

,

Market letter

,

Market maker

,

Market maker spread

,

Market on close order

,

Market order

,

Mark-to-market

,

Medium of exchange

,

Marginal propensity to consume

,

Market economy

,

Marginable stock

,

Market rate

,

Money at call

,

Mortgage risk

,

Mutual fund

,

Mutual fund custodian

,

Mutual fund symbol

,

Matching funds

,

Market cap

,

Medium-cap

,

Micro cap

,

Mid cap

,

Market neutral

,

Market portfolio

,

Market timer

,

Market timing

,

Mutual exclusion doctrine

,

Mutual improvement certificate

,

Market analysis

,

Market

,

Market inefficiency

,

Market opening

,

Market return

,

Market-share weighted index

,

Market surveillance

,

Market-value weighted index

,

Market Volatility Index

,

Mixed market

,

Net income

,

Net income multiplier

,

Net Operating Income

,

Negotiable certificate of deposit

,

Negotiable Order of Withdrawal

,

National Market System

,

New York Stock Exchange

,

Nine-Bond Rule

,

Non-callable bond

,

Notice of Sale

,

National Association of Securities Dealers

,

National Association of Securities Dealers Automated Quotations system

,

Net capital ratio

,

Non-cumulative preferred

,

Normal market

,

Nonvoting stock

,

Null and void

,

Notice of Default

,

Naked call

,

Non-qualified stock option

,

Non-statutory stock option

,

National Association of Real Estate Investment Trusts

,

Normal retirement age

,

Nasdaq Small Cap Market

,

No-load stock

,

Nominal capital

,

Narrow market

,

National Market Advisory Board

,

Negotiated market

,

Nonaccredited investor

,

Off-balance-sheet financing

,

Off the books

,

One time charge

,

Other long term liabilities

,

Office of Thrift Supervision

,

Obligation bond

,

OID

,

Out-of-favor

,

Over-the-Counter

,

On-floor order

,

On margin

,

Or better

,

Other income

,

Open market operation

,

Optionable stock

,

Original issue stock

,

Opinion of title

,

On account

,

On-the-spot loan

,

Original principal balance

,

Objective

,

Open-end fund

,

Option income fund

,

Out of the money

,

Own

,

Old age, survivors, and disability insurance

,

Ordinary income

,

Ordinary loss

,

On-balance volume

,

Odd lot buy/sell ratio

,

On close

,

One man picture

,

On open

,

On the opening

,

Open market

,

Operationally efficient market

,

Outside market

,

Permanent capital

,

Pooling of interests

,

Pre-depreciation profit

,

Pre-tax profit margin

,

Profit and loss statement

,

Pro forma

,

Par bond

,

Payment-in-kind security

,

Performance bond

,

Phantom income

,

Pickup bond

,

Preferred debt

,

Premium bond

,

Premium over bond value

,

Price Value of a Basis Point

,

Prior lien bond

,

Privileged bond

,

Provisional call feature

,

Public bond

,

Public purpose bond

,

Put bond

,

Payment for order flow

,

Purpose loan

,

Participating preferred

,

Preferred shares

,

Preferred stock

,

Prior preferred stock

,

P&L

,

Provision for income taxes

,

Physical market

,

Pre-existing conditions

,

Preferred Provider Organization

,

Primary market

,

Pour-over will

,

Power of Attorney

,

Past-due balance method

,

Prepayment risk

,

Previous balance method

,

Principal balance

,

Principal risk

,

Prioritization of debt

,

Private Market Value

,

Pooled fund

,

Prime rate fund

,

Publicly-traded fund

,

Pure index fund

,

Premium income

,

Passive income

,

Passive loss

,

Pension fund

,

Paid-in capital

,

Paid-in surplus

,

Passive investor

,

Percent held by institutions

,

Pre-syndicate bid

,

Private Investment in Public Equity

,

Perfect capital market

,

Preservation of capital

,

Point-and-figure chart

,

Painting the tape

,

Paper loss

,

Priced out

,

Put/call ratio

,

Qualified institutional investor

,

Quick turn

,

Reports and Records

,

Return of capital

,

Return on Capital

,

Return on Invested Capital

,

Return on Total Assets

,

Risk adjusted return

,

Redeemable bond

,

Registered coupon bond

,

Revenue bond

,

Risk

,

Reading the tape

,

Real-time trade reporting

,

Regulation D

,

Regulation G

,

Regulation T

,

Regulation U

,

Round of funding

,

Rules of Fair Practice

,

Rate of exchange

,

Reciprocal of European terms

,

Real economic growth rate

,

Round turn

,

Regional fund

,

Reinvestment risk

,

Restricted stock

,

Red herring

,

Regulation A

,

Right of first refusal

,

Right of rescission

,

Right to Know

,

Remaining principal balance

,

Revolving line of credit

,

Right of recourse

,

Rule of 78

,

Ratio calendar combination

,

Roll down

,

Right of redemption

,

Retirement Equity Act of 1984

,

Risk/return trade-off

,

Risk arbitrage

,

Risk-averse

,

Risk management

,

Risk neutral

,

Risk premium

,

Risk seeking

,

Return on Capital Employed

,

RSI

,

Rate of return

,

Real rate of return

,

Real-time

,

Retail investor

,

Ring

,

Risk capital

,

Selling, General and Administrative Expenses

,

SG&A

,

Single-entry bookkeeping

,

Savings and Loan

,

Savings Association Insurance Fund

,

Short-term reserves

,

Sight letter of credit

,

S&L

,

Stock association

,

Savings Bond

,

Secondary market

,

Secured bond

,

Securities and Exchange Commission

,

Self-supporting bond

,

Serial bond

,

Series bond

,

Series EE bond

,

Series HH bond

,

Short bond

,

Short-term

,

Sinking fund

,

Split coupon bond

,

Step-up bond

,

Stock buyback

,

Straight bond

,

Super sinker bond

,

Surety bond

,

Securities Investor Protection Corporation

,

Segregation of securities

,

Sell-side analyst

,

Sell the book

,

Stock loan

,

Stop-loss

,

Second preferred stock

,

Stock dividend

,

Standard of living

,

Supply-side economics

,

Systemic risk

,

Short hedge

,

Single stock futures

,

Spot market

,

Second-to-die insurance

,

Single-premium life insurance

,

Stock life insurance company

,

Secondary stock

,

Short interest

,

Short interest ratio

,

Stock bonus plan

,

Stock certificate

,

Stock Clearing Corporation

,

Stock consolidation

,

Stock exchange

,

Stock index

,

Stock market

,

Stock option

,

Stock option plan

,

Stock power

,

Stock screening

,

Stock swap

,

Stock symbol

,

Stock ticker

,

Statute of Limitations

,

Sale and leaseback

,

Satisfaction of debt

,

Secondary mortgage market

,

Share appreciation mortgage

,

Single-payment loan

,

Staggered board of directors

,

Sector fund

,

Series fund

,

Socially conscious investing

,

Socially responsible fund

,

Specialized fund

,

Specialty fund

,

Stock fund

,

Selling the spread

,

Short leg

,

Short market value

,

Short straddle

,

Single option

,

Synthetic stock

,

Step-down lease

,

Savings Incentive Match Plan for Employees

,

Single-employer plan

,

Single-life annuity

,

Single-Premium Deferred Annuity

,

Small cap

,

Stock list

,

Story stock

,

Selling short

,

Selling short against the box

,

Short

,

Short cover

,

Shorting against the box

,

Short position

,

Short purchase

,

Short sale rule

,

Short squeeze

,

S Corporation

,

Short-term gain or loss

,

Single

,

Sin tax

,

Subchapter M

,

Subchapter S Corporation

,

Same Day Funds Settlement

,

Schedule C

,

Securities Act of 1933

,

Securities Acts Amendments of 1975

,

Securities Exchange Act of 1934

,

Seek a market

,

Short swing profits

,

Short swing rules

,

Small investor

,

Sophisticated investor

,

Specialist market

,

S&P phenomenon

,

Stop and reverse

,

Stopped out

,

Seed capital

,

Times interest earned

,

Trial balance

,

Term CD

,

Time deposit

,

Time draft

,

Tax-exempt bond

,

T-Bill

,

Term

,

Term bond

,

Term to maturity

,

Treasury Bond

,

Trust-preferred security

,

Take a position

,

Time order

,

Two-sided market

,

Two-way market

,

Trailing P/E

,

Trickle-down theory

,

Term insurance

,

Treasury Stock

,

Tenancy by the entirety

,

Trust fund

,

Term deposit

,

Term loan

,

Time note

,

Truth in Lending

,

Tax-free bond fund

,

Tax-managed fund

,

Term trust

,

Time spread

,

Tenancy at will

,

Time-sharing

,

Top hat plan

,

The Street

,

Time stop

,

Timing the market

,

Top-down

,

Taxable income

,

Tax loss carryback

,

Tax loss carryforward

,

Taxpayer Relief Act of 1997

,

Tax Reform Act of 1986

,

Tax Reform Act of 1993

,

Top out

,

Take a bath

,

Term repo

,

Thin market

,

Third market

,

Tight market

,

Transparent market

,

Term sheet

,

U.S. Government Agency Security

,

U.S. Savings Bond

,

U.S. Treasury

,

U.S. Treasury Bill

,

U.S. Treasury Bond

,

U.S. Treasury Note

,

U.S. Treasury Securities

,

Unlimited risk

,

Unlimited tax bond

,

Unbalanced growth

,

Uncovered call

,

Unsystematic risk

,

Unit of trade

,

Unit of trading

,

Unrealized loss

,

Value stock

,

Vetoing stock

,

Voting stock

,

Void

,

Vesting

,

Vesting period

,

Value investing

,

Venture capital

,

Venture capital limited partnership

,

Working capital

,

Write down

,

Written-down value

,

With interest

,

World fund

,

Waiver of premium

,

Working capital loan

,

Watered stock

,

Widow-and-orphan stock

,

W-2 Form

,

W formation

,

Weak market

,

When, as, and if issued

,

Wide market

,

X or XD

,

Year-To-Date

,

Yankee bond market

,

Yield to call

,

Yield to maturity

,

Yield to worst

,

Y shares

,

Zero-coupon bond


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