61. Q. I will be retiring early next year, and my investment portfolio is a moderately conservative mixture of US Treasuries, GNMA, and balanced funds. 62. Safeco spokeswoman Victoria Martinsen said customers have been asking for both an international stock fund and a balanced fund. 63. Rowe Price Capital Appreciation, both of which are balanced funds. 64. Several other balanced funds also dumped the moniker. 65. Similar to balanced funds are asset allocation funds, which may make drastic moves in and out of stocks and bonds as conditions shift. 66. Should she have authority to move to a more balanced fund for the last three years? 67. Since this segment becomes long-term money you should invest it fairly conservatively, putting half in a good balanced fund and half in a conservative stock fund. 68. Still, there are real reasons to buy balanced funds -- for a more conservative way of hedging your bets with a mix of stocks and bonds. 69. Suppose you were to put this money into a balanced fund such as Vanguard Balanced Index or Fidelity Puritan, withdrawing only the money to fund the Roth IRAs. 70. Such a fund is known as a balanced fund. |