BALANCED FUNDS

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What Is a Balanced Fund?

A balanced fund is a mutual fund that contains a stock component, a bond component, and sometimes a money market component in a single portfolio. Generally, these funds stick to a relatively fixed mix of stocks and bonds.

Balanced mutual funds have holdings that are balanced between equity and debt, with their objective somewhere between growth and income. This leads to the name "balanced fund."

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Balanced mutual funds are geared toward investors who are looking for a mixture of safety, income, and modest capital appreciation.

Key Takeaways


  • Balanced funds are mutual funds that invest money across asset classes, including a mix of low- to medium-risk stocks, bonds, and other securities.

  • Balanced funds invest with the goal of both income and capital appreciation.

  • Balanced funds serve retired or conservative investors seeking growth that outpaces inflation and income that supplements current needs.