Balance funds basically like bond funds but provide relatively more returns than the bond funds. Portfolio of balance funds consists a mix of non-debt instruments like common stocks, preferred stocks and sometimes even real estates (Trusts). When comparing balance funds with bond funds balanced fund carries much larger scope of investments like minimal risk and risk-free securities or some will try to make more money by investing in junk bonds or REITs. Balanced funds usually keep 50:50 ratio of stock and bonds.There are other options also available depending upon the investor risk appetite and long-term goals but all of them need to be understood and should be converted into measurable target and performance. Please feel free to get in touch with us to help you achieve your financial goals.
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