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Index Funds Videos 123 videos

Finance: What is the Dow Theory?
10 Views

What is the Dow Theory? Dow Theory is a collection of indicators and definitions of the types of market signals for indicating a Bull or Bear marke...

Finance: What is Efficient Markets Theory?
141 Views

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...

Finance: What is a Fund of Funds?
5 Views

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...

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Finance: What are Balanced Funds? 37 Views


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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.

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English Language

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]

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

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