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Mutual Funds Videos 165 videos
Term to maturity is kind of the life cycle of a bond, but luckily for the bond, it gets to skip puberty.
What is Yield to Maturity? When calculating bond yields, the yield to maturity is the interest rate that an investor would ultimately accumulate if...
What is After Tax Yield? After tax yield is simply how much an investment makes (or yields) after taxes have been paid. This term refers to bond yi...
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.
- Social Studies / Finance
- Finance / Financial Responsibility
- College and Career / Personal Finance
- Life Skills / Personal Finance
- Finance / Finance Definitions
- Life Skills / Finance Definitions
- Finance / Personal Finance
- Courses / Finance Concepts
- Subjects / Finance and Economics
- Finance and Economics / Terms and Concepts
- Terms and Concepts / Index Funds
- Terms and Concepts / Derivatives
- Terms and Concepts / Econ
- Terms and Concepts / Financial Theory
- Terms and Concepts / Investing
- Terms and Concepts / Managed Funds
- Terms and Concepts / Metrics
- Terms and Concepts / Mutual Funds
- Terms and Concepts / Trading
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]
Full Transcript
- 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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