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What Is a Balanced Fund?

By Kristi WaterworthUpdated Sep 9, 2025 at 12:45 PM

Key Points

  • Balanced funds mix stocks and bonds, ideal for low-risk and steady returns.
  • They are cost-effective due to low expense ratios from minimal rebalancing.
  • Suitable for retirees and new investors due to their high security and low management need.

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