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Balanced Mutual Funds

Balanced Mutual Funds. By: Donny Hopoi. Definition. Balanced Mutual fund- A conservative mutual fund that invests in growth stocks, bonds and money markets. Limits. how much can be invested in certain industries and stocks. Conservative (low risk) but steady growth of money .

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Balanced Mutual Funds

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  1. Balanced Mutual Funds By: Donny Hopoi

  2. Definition • Balanced Mutual fund-A conservative mutual fund that invests in growth stocks, bonds and money markets.

  3. Limits • how much can be invested in certain industries and stocks. • Conservative (low risk) but steady growth of money

  4. What type investor??? • Conservative investor • Who might be Approaching retirement age

  5. Making money • Patience • Depending on stocks and economic status (e.g interest rates) • Works best in lower than average economic climate

  6. Companies/industries • Any companies that sells investments • Banks • Financial planning companies (e.gMerril lynch and etrade)

  7. How Much??? • Depends • Every investment has different minimal • Some do • Some don’t

  8. Risks • Every investment has risk • Has less risks • Mostly conservative • Low risk and steady return

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