Series 65: 3.1.2.2 Balanced Funds

Taken from our Series 65 Online Guide

3.1.2.2 Balanced Funds

Balanced funds contain equities for appreciation and bonds for income. The objective of a balanced fund is to achieve lower volatility than an equity fund and higher returns than a bond fund. In addition, a balanced fund offers diversification across stocks and bonds. If the stock market is down, there is a good chance the bond prices in the fund will be up. This type of fund can have any percen

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