Sentence examples for balanced fund from inspiring English sources

It's a similar picture at the other big providers: Scottish Widows' £8.1bn Balanced fund was up 4.3%, while Scottish Equitable's £9.5bn Universal Balanced fund was up 3.7%.

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

The "Plumb" in the name is Thomas G. Plumb, a co-founder of the firm and manager of the Balanced fund.

Percent equity and equivalents (balanced fund table only): Shows proportion of portfolio held in common stock.

Citigroup is a major holder in the company's Holland Balanced Fund.

The biggest fund involved in the reorganization is the Invesco Balanced fund, with $811 million in assets.

Depending on how they invest, Morningstar will classify them as "conservative allocation," "moderate allocation," "aggressive allocation" or "world allocation" funds, all niches in the balanced-fund category.

Funds around the 50 risk level include Goldman Sachs Balanced Fund Class A, Nuveen Balanced and the Schwab MarketTrack Balanced Portfolio.

"I bet that's not the case anymore," said Anthony R. Sellitto III, manager of the $250 million Putnam Balanced fund.

But they are on common ground when the discussion turns to the $283 million Alleghany/Chicago Trust Balanced fund, which invests in a mix of stocks and bonds.

They are Nicholas Thakore, manager of the Fidelity fund; Robert Ewing, co-manager of the Fidelity Balanced fund; and Douglas Chase, manager of the Fidelity Export and Multinational fund.