The Templeton Emerging Markets Balanced Fund (TAEMX) invests in both emerging markets debt and equity.
Moreover, a balanced fund might be restricted in where it is allowed to invest geographically.
The Strategic Latin America Fund is a balanced fund holding 60% fixed income, 40% equity currently.
In contrast, a lifestyle or balanced fund is based on your risk tolerance.
Notice a portfolio like that is underweight equities from a balanced fund perspective, which is usually 60% equities and 40% fixed income.
The biggest reported seller of shares in June was the Fidelity Puritan fund, a "balanced fund" that invests in both stocks and bonds.
All that matters is that the specific fund they recommended, a balanced mutual fund for example, is an appropriate investment for that particular client.
Heiner Skaliks, fund manager of the Strategic Latin America (SLATX), a balanced mutual fund, said that investors can find investment grade bonds that are even trading below par, but have substantial upside.
FORBES: Outside Of Treasurys, Emerging Market Debt World's Best Buy
If low volatility is your goal, consider a cheap option like Vanguard's Balanced Index fund.
The good news is, State Street and BlackRock and other ETF companies have not yet devised a balanced ETF fund for Latin America.
Mr. Keffer says that while he generally doesn't like actively managed funds, the Vanguard fund's balanced mix of assets and low expense ratio make it attractive.
Owning a retirement target date fund could throw off a balanced approach to your investments.
By the end of its term, the government plans to return to a balanced budget and to have replenished the sovereign fund.
To avoid disappointment, Morgan Stanley Chief Investment Strategist David Darst suggests checking country allocations to ensure balanced exposure to both regions before adding a fund to your shopping list.
Rogers, who heads the Tokyo arm of INVESCO, a leading international fund management group, struck a balanced tone early in the year when he predicted a mixed performance for the Nikkei in 1996.
Even while Governor Brown brags of a balanced budget, he ignores the off-budget pension fund deficit which threatens loss of government services and closure of parks and libraries, prompts municipal bankruptcies, and keeps the state deeply in debt.
Clinton also said he wants congressional hearings into campaign fund-raising to be fair, bipartisan and balanced.
You say your principles are a balanced budget, a tax cut, extending the life of the Medicare Trust Fund.
There is a shortage of primary care doctors in this country yet the Balanced Budget Act of 1997 capped the number of residency slots that Medicare would fund?
Indeed, the anti-tax California Taxpayers Association says that the General Fund (which accounts for four-fifths of the total budget) can be balanced merely by restraining the growth in spending to 4.2%.
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