Can mutual funds hold bonds and stocks or is it just one or the other?
If they can, would it be smart to appropriate to get a mutual fund that is 60% stock and 40% bond to diversify in one purchase? Thanks!
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4 Responses to “Can mutual funds hold bonds and stocks or is it just one or the other?”
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- Can mutual funds hold bonds and stocks or is it just one or the other?
4 Responses to “Can mutual funds hold bonds and stocks or is it just one or the other?”
- Invest Wisely: Mutual Funds - U.S. Securities and Exchange ...
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August 12th, 2010 at 12:00 pm
Yes, there are mutual funds that hold both stocks and bonds. One of the 60/40 funds (actually 67/33) is OAKBX. Ten year annual return of 8.86% not bad. VWELX is another 67/33. Ten year annual return is 6.35%. Among the no load funds those are probably the best of the lot. Not quite 60/40 but close.
August 12th, 2010 at 12:00 pm
Get the fund that most closely matches your investment objectives. If you don’t know what this means, most full service brokerage firms like Fidelity offer tools to help you explore.
August 12th, 2010 at 12:00 pm
Mutual funds can hold MANY investments – stocks, bonds and other entities. A fund that holds such a mixture is referred to as a "balanced" or "asset allocation" fund. What the "smart" fund is for you depends on your specific financial situation and investing objectives.
The Vanguard Star Fund (ticker VGSTX) is but one example of a good balanced fund.
August 12th, 2010 at 12:00 pm
Balance funds and lifecycle funds hold both bonds & stocks. Is this smart(?), I guess that depends on what the individual investor wants. For the small investor, I think this is an excellent choice. Check out Vanguard’s Star fund VGSTX, Fidelity Balanced fund FBALX, or TR Price Balance RPBAX.
Otherwise build your own balanced fund
60% VTSMX Total market index
40% VBIIX Intermediate term bond index