Balanced Fund
Multi-asset fund that maintains a relatively stable mix of stocks, bonds, and sometimes cash to combine capital appreciation, income, and diversification.
Balanced, guaranteed, hybrid, life-cycle, and target-date fund structures organized by allocation mandate and investor horizon.
Allocation, Hybrid, and Lifecycle Funds terms classify funds by investment mandate, asset class, style, geography, lifecycle design, income goal, or risk profile.
Use this branch when the fund type determines what the portfolio may own, how it seeks return, what benchmark fits, and which risks investors accept.
| Term | Use it for |
|---|---|
| Balanced Fund | A fund mandate, asset-class, allocation, income, style, lifecycle, global, or sector-exposure term. |
| Guaranteed Investment Fund (GIF) | A fund mandate, asset-class, allocation, income, style, lifecycle, global, or sector-exposure term. |
| Hybrid Fund | A fund mandate, asset-class, allocation, income, style, lifecycle, global, or sector-exposure term. |
| Life-Cycle Fund | A fund mandate, asset-class, allocation, income, style, lifecycle, global, or sector-exposure term. |
| Target-Date Fund | A fund mandate, asset-class, allocation, income, style, lifecycle, global, or sector-exposure term. |
Check asset allocation, eligible holdings, benchmark, geographic exposure, credit quality, duration, style, derivatives use, concentration, turnover, and stated investment objective.
This page is educational and does not recommend a specific fund, security, tax treatment, or account choice.
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Multi-asset fund that maintains a relatively stable mix of stocks, bonds, and sometimes cash to combine capital appreciation, income, and diversification.
A guaranteed investment fund combines investment exposure with guarantees or protections defined by the product structure.
Broad multi-asset fund category combining equities, fixed income, cash, or other exposures under a balanced, tactical, target-risk, or lifecycle mandate.
A target-date fund automatically changes its asset allocation along a glide path toward and sometimes beyond a stated retirement or goal year.