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What are Balanced Funds?

Balanced funds offer a well-diversified investment that includes relatively equal exposure to stocks and bonds.

Balanced funds combine stocks, bonds, and money market instruments to give investors some upside potential along with a goal of capital preservation. While they are considered to be safer, they also have more modest returns in most market environments, because of course lower risk investments have lower potential returns.

Investors are more likely to use a balanced fund as they approach or enter retirement. For more information about pre-retirement and retirement investing, browse more of the Forums here at Tickeron.

Where do I Get Started in Saving for Retirement?
Is My Portfolio Diversified Enough?
How Can I Check if My Portfolio is Diversified?

Keywords: fixed income, mutual funds, stocks, bonds, risk and return, asset preservation,