ShmoopTube
Where Monty Python meets your 10th grade teacher.
Search Thousands of Shmoop Videos
Mutual Funds Videos 165 videos
What is the Efficient Markets Theory? The Efficient Markets Theory says that stocks trade at their fair value all of the time, assuming all informa...
What is a Fund of Funds? A fund of funds is a mutual fund strategy that invests in other funds rather than investing in stocks or bonds. The underl...
The Russell Index is a series of indices that tracks the progress of stocks in a given basket. Aw. We were hoping it tracked adorable Jack Russell...
Finance: What are Balanced Funds? 37 Views
Share It!
Description:
What are Balanced Funds? Balanced funds are a combination of different investments, hence “balanced.” They can be comprised of stocks and bonds as well as money market funds and are set up using the investor’s risk preferences.
- Social Studies / Finance
- Finance / Financial Responsibility
- College and Career / Personal Finance
- Life Skills / Personal Finance
- Finance / Finance Definitions
- Life Skills / Finance Definitions
- Finance / Personal Finance
- Courses / Finance Concepts
- Subjects / Finance and Economics
- Finance and Economics / Terms and Concepts
- Terms and Concepts / Index Funds
- Terms and Concepts / Derivatives
- Terms and Concepts / Econ
- Terms and Concepts / Financial Theory
- Terms and Concepts / Investing
- Terms and Concepts / Managed Funds
- Terms and Concepts / Metrics
- Terms and Concepts / Mutual Funds
- Terms and Concepts / Trading
Transcript
- 00:00
Finance a la shmoop what are balanced funds? well this is a teeter
- 00:08
and this is a totter and this thing here is the fulcrum and here's you madam [Woman sitting on the fulcrum]
- 00:12
imbalanced funds sitting in the middle a gentle breeze sways you left toward a
- 00:18
little more yield or interest on bond investments and then another breeze
- 00:22
sways you right toward a little more growth or capital appreciation from [woman swaying right]
Full Transcript
- 00:27
equities a balanced fund is a type of mutual or index fund which generally
- 00:32
keeps an even ish mix of growth and income for investors who don't want the
- 00:37
volatile sharp rocky mountain peaks and valleys that growth only throws at you [Growth chart with peaks and valleys]
- 00:42
but well they want a bit more excitement than all bonds got it or rather they can
- 00:47
handle a bit more risk in their lives than what a simple bond income fund
- 00:51
would deliver to them you know a whole lot of boring yield balance is almost [Woman balancing]
- 00:55
always good for zen.. oops didn't see that breeze coming
Related Videos
GED Social Studies 1.1 Civics and Government
What is bankruptcy? Deadbeats who can't pay their bills declare bankruptcy. Either they borrowed too much money, or the business fell apart. They t...
What's a dividend? At will, the board of directors can pay a dividend on common stock. Usually, that payout is some percentage less than 100 of ear...
How are risk and reward related? Take more risk, expect more reward. A lottery ticket might be worth a billion dollars, but if the odds are one in...