Balanced Fund
Fund designed to combine stocks, bonds, and sometimes cash so investors get a blended risk and return profile in one vehicle.
Balanced fund, endowment fund, guaranteed investment fund, hybrid fund, life-cycle fund, and target-date fund terms.
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. |
| Endowment 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.
Choose a subsection first. Deeper term pages live inside each subsection, which keeps large topic hubs readable.
Fund designed to combine stocks, bonds, and sometimes cash so investors get a blended risk and return profile in one vehicle.
An endowment fund invests donated capital to support an institution's long-term spending needs, mission, and capital preservation goals.
A guaranteed investment fund combines investment exposure with guarantees or protections defined by the product structure.
A hybrid fund invests across multiple asset classes, typically combining equity, fixed income, or cash exposures.
A life-cycle fund adjusts asset allocation over time as the target date or investor time horizon approaches.
Fund that adjusts its allocation over time toward a target year, usually so risk falls as retirement or another goal approaches.