balanced fund

But in recent years, some balanced funds have become much more aggressive than the traditional model.

But, so far, they have performed a bit worse than balanced funds.

Why is a balanced fund like Green Century up over 30 percent?

Over all, most investors are better off staying with the balanced funds, experts say.

Another migration toward higher risk is occurring today, this time in some balanced funds.

The balanced funds he manages have the maximum cash position allowed.

The average equity fund, excluding balanced funds, declined by 3.0 percent for the week.

Ratings of many balanced funds will suffer as a result of the change.

"The balanced fund was to address the criticism that everything we do is very high octane," he added.

As a group, they are close cousins of the 40 balanced funds, a well-established fund category.

Lacking glitz, balanced funds account for only about 5 percent of total industry assets.

Some large balanced funds carry significantly more risk than is typical - and right now, such risks are not being rewarded.

Balanced funds normally own 60 percent stocks, 40 percent bonds.

Say you've decided on a balanced fund and want to check out Pax World.

A stock and bond portfolio might be compared to the Lipper balanced fund average.

In fact, some balanced funds are not very balanced.

Being a balanced fund has nothing to do with the nature of your equity or debt portfolios."

But today, she said, balanced funds will not necessarily give conservative investors one-stop shopping.

The Balanced fund, which has a much smaller holding in Pathnet, remains open.

"If investors want a balanced fund, they should not be handed a growth fund in disguise."

In the case of the Balanced fund, individual securities will be chosen by a committee of managers from her investment company.

Why not just buy a balanced fund?

(Pathnet is the only such holding in the Balanced fund.)

Alliance Growth Investors is another balanced fund that has unloaded stocks.

Because, financial advisers say, many balanced funds can leave investors feeling as wobbly as the rest of the market.