Balanced Fund is trading at 14.38 as of the 3rd of October 2024; that is 0.07 percent down since the beginning of the trading day. The fund's open price was 14.39. Balanced Fund has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Balanced Fund Institutional are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 3rd of October 2024. 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 Institutional
Balanced Fund Institutional [BLNIX] is traded in USA and was established 3rd of October 2024. 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 353.07 M in assets under management (AUM) with minimum initial investment of 1000 K. Balanced Fund Instit is currently producing year-to-date (YTD) return of 14.23% with the current yeild of 0.02%, while the total return for the last 3 years was 6.13%.
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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 Institutional 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.
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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.