Balanced Fund Adviser Fund Quote
| BLNAX Fund | USD 12.72 0.01 0.08% |
PerformanceVery Weak
| Odds Of DistressLow
|
Balanced Fund is trading at 12.72 as of the 21st of May 2025; that is 0.08 percent up since the beginning of the trading day. The fund's open price was 12.71. Balanced Fund has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of February 2025 and ending today, the 21st of May 2025. Click here to learn more.
The fund invests primarily in common and preferred stocks, as well as fixed income securities. It may also invest in investment companies , which include domestic and foreign mutual funds, as well as in exchange traded funds , closed-end funds and unit investment trusts. More on Balanced Fund Adviser
Moving together with Balanced Mutual Fund
Balanced Mutual Fund Highlights
| Fund Concentration | Meeder Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Meeder Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
Balanced Fund Adviser [BLNAX] is traded in USA and was established 21st of May 2025. Balanced Fund is listed under Meeder Funds category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Meeder Funds family. This fund currently has accumulated 363.18 M in assets under management (AUM) with no minimum investment requirementsBalanced Fund Adviser is currently producing year-to-date (YTD) return of 0.96% with the current yeild of 0.02%, while the total return for the last 3 years was 7.7%.
Check Balanced Fund Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Balanced Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Balanced Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Balanced Fund Adviser Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Balanced Fund Adviser Mutual Fund Constituents
| PICYX | Pioneer Bond Fund | Mutual Fund | Intermediate Core-Plus Bond | |
| VCIT | Vanguard Intermediate Term Corporate | Etf | Corporate Bond | |
| AAPL | Apple Inc | Stock | Information Technology | |
| IWO | iShares Russell 2000 | Etf | Small Growth | |
| HLIPX | Jpmorgan E Plus | Mutual Fund | Intermediate Core-Plus Bond | |
| GIBIX | Guggenheim Total Return | Mutual Fund | Intermediate Core-Plus Bond | |
| HYLB | Xtrackers USD High | Etf | High Yield Bond | |
| BSV | Vanguard Short Term Bond | Etf | Short-Term Bond |
Balanced Fund Adviser Risk Profiles
| Mean Deviation | 0.712 | |||
| Standard Deviation | 1.05 | |||
| Variance | 1.09 | |||
| Risk Adjusted Performance | (0.05) |
Balanced Fund Against Markets
Other Information on Investing in Balanced Mutual Fund
Balanced Fund financial ratios help investors to determine whether Balanced Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Balanced with respect to the benefits of owning Balanced Fund security.
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