define balanced fund
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What is a 'Balanced Fund' BREAKING DOWN 'Balanced Fund'. A balanced fund is geared toward investors who are looking for a mixture of safety, income and modest capital appreciation. The amounts that such a mutual fund invests into each asset class usually must remain within a set minimum and maximum.
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Balanced fund Balanced fund. Balanced funds are mutual funds that invest in a portfolio of common stocks, preferred stocks, and bonds to meet their investment goal of seeking a strong return while moderating risk.
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Mutual Funds and Exchange-Traded Funds (ETFs) â A Guide for Investors A mutual fund is a company that pools money from many investors and invests the money in stocks, bonds, short-term money-market instruments, other securities or assets, or some combination of these investments. The combined holdings the mutual fund owns are known as its portfolio.
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What is a 'Commingled Fund' Commingled Fund. What is a 'Commingled Fund'. A commingled fund is a fund consisting of assets from several accounts that are blended together. Investors in commingled fund investments benefit from economies of scale, which allow for lower trading costs per dollar of investment, diversification and professional money management.
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Definition of Terms in and Specific Exemptions for Banks, Savings Associations, and Savings Banks Under Sections 3 (a) (4) and 3 (a) (5) of the Securities Exchange Act of 1934 The Stable Value Fund (SVF) is one of. the investment options offered in the. ConocoPhillips Savings Plan. The SVF seeks. to preserve principal and provide returns. that, over time, exceed the returns on bank. savings accounts and money market funds. The SVF also seeks to provide a return that is. less volatile than the return on a fixed income. portfolio of comparable quality and duration. Unlike some stable value funds that have. a constant net asset value (NAV) of $1, the. ConocoPhillips Stable Value Fund has a fluctuating. NAV.
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balanced fund 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 objectives, by investing in both stocks (for growth) and bonds (for income).
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A Guide to Retirement Plan Fees & Expenses Definition of 'Mutual Fund'. Definition: A mutual fund is a professionally-managed investment scheme, usually run by an asset management company that brings together a group of people and invests their money in stocks, bonds and other securities.
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Capital Budgeting and State Debt Capital Budgeting and Debt. The state of Georgia must by law operate with a balanced budget. A balanced budget is one in which the amount of money spent over a fiscal year does not exceed the amount of money collected from taxes and other revenue sources for that same fiscal year.
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fund Definition of fund for English Language Learners. : 1  an amount of money that is used for a special purpose. 2  funds : available money. : 3  an amount of something that is available for use : a supply of something.
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index fund A mutual fund whose portfolio is designed to match the performance of an index of stocks or other securities. Also called market fund. n. a mutual fund that invests in many of the securities listed in a major stock or bond index in order to match the performance of the market generally.
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- A mutual fund or other fund that invests exclusively in another fund. Shares of the feeder fund represent shares in the second fund (called a master fund), which, in turn, represent shares in the underlying securities.Feeder funds are relatively common when the master fund contains tax disadvantages for shareholders that the feeder fund remedies. See also: Fund of funds. sends a strong message that the financial community cannot deliberately ignore indicia of fraud, said David Sheehan, a partner at Baker & Hostetler, the court-appointed counsel for the Trustee. Settlement reached with second-largest feeder fund network in Madoff ... by CPI Financial.
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- Popular Terms. Broad-based mutual fund with investments in several types of securities to reduce risk of loss in a downturn. Managed funds are managed usually by insurance companies and serve the needs of smaller investors.
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VTIBX, DFGBX, PIGLX, TPINX, ANAGX: Top 5 Global Bond Funds Templeton Global Bond Fund (TPINX) The Templeton Global Bond Fund seeks to provide current income and with capital appreciation and growth by investing at least 80% of assets in governmental and agency bonds around the world. The portfolio managers look for investment opportunities across currencies and interest rates for reasonable returns, as well as substantial portfolio diversification.
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What is a balanced and divided government? Balanced generally is positive terminology for a government that equally represents all the interests and parties of a nation in its government. Divided government is the negative form where these interests clash and nothing gets done in government because the parties have equal power and never agree.
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- The basic tenet of zero-based budgeting (ZBB) is that program activities and services must be justified annually during the budget development process. The budget is prepared by dividing all of a government's operations into decision units at relatively low levels of the organization.
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What is a Hedge Fund (HF)? Definition: A hedge fund (HF) is a type of alternative investment that seeks to generate high returns by investing in a pool of underlying securities. In other words, it’s a group of investors funds pooled together to purchase investments. What Does Hedge […]
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What is a 'Balanced Fund' Generally, these hybrid funds stick to a relatively fixed mix of stocks and bonds that reflects either a moderate, or higher equity, component, or conservative, or higher fixed-income, component orientation.
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- DEFINITION of 'Sovereign Wealth Fund-SWF'. Pools of money derived from a country's reserves, which are set aside for investment purposes that will benefit the country's economy and citizens.herefore, it devotes a portion of its reserves to an SWF that invests in other types of assets that can act as a shield against oil-related risk. The amount of money in these SWF is substantial. As of May 2007, the UAE's fund was worth more than $875 billion.
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The User's Perspective The portion of fund balance that is not reserved is fittingly called unreserved fund balance. It represents resources that can be used for any purpose of the fund they are reported in. Unreserved fund balance in a debt service fund can be used to repay any outstanding debt. Unreserved fund balance in the general fund can be used for any purpose at all.
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What is a Contingency Fund? A contingency fund is simply a reserve fund set aside to handle unexpected debts that are outside the range of the usual operating budget. This model of maintaining reserve money as protection against possible loss in the event of an emergency situation can be utilized in a number of situations.
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- Franklin Income Fund is an open-end fund incorporated in the USA. The Fund's objective is to maximize income while maintaining prospects for capital appreci- ation. It invests in a diversified portfolio of debt and equity securities. It searches for undervalued or out-of-favor securities believed to offer opportuni- ties for significant growth.
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Fund of funds Fund of funds. A fund of funds (FOF) is an investment strategy of holding a portfolio of other investment funds rather than investing directly in stocks, bonds or other securities. This type of investing is often referred to as multi-manager investment.
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What are 'United States Treasury Money Mutual Funds' United States Treasury Money Mutual Funds. An investment fund that pools money from investors to purchase short-term, low-risk securities. A United States Treasury Money Mutual Fund is a type of mutual fund that invests primarily or exclusively in U.S. Treasury bills and repurchase agreements secured by Treasury bills.
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- Asset Allocation Fund. Share. What is an 'Asset Allocation Fund'. An asset allocation fund is a mutual fund that provides investors with a portfolio of a fixed or variable mix of the three main asset classes - stocks, bonds and cash equivalents - in a variety of securities.
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Balanced budget A cyclically balanced budget is a budget that is not necessarily balanced year-to-year, but is balanced over the economic cycle, running a surplus in boom years and running a deficit in lean years, with these offsetting over time.n the United States, the fiscal conservatism movement believes that balanced budgets are an important goal. Every state other than Vermont has a balanced budget amendment, providing some form of ban on deficits, while the Oregon kicker bans surpluses of greater than 2% of revenue.
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managed fund managed fund. Broad-based mutual fund with investments in several types of securities to reduce risk of loss in a downturn. Managed funds are managed usually by insurance companies and serve the needs of smaller investors.