1.   Balanced funds divide their portfolio holdings among stocks and bonds, thus reducing overall risk.

2.   Bonds got a lift from fund managers and other securities investors moving their portfolio holdings from lower-yielding cash securities to higher-paying bonds, traders said.

3.   A consolidated monthly statement will report investment activity, portfolio holdings, current asset allocation and other transactions.

4.   A consolidated monthly statement reports investment activity, portfolio holdings, asset allocation and other transactions.

5.   By the time investors in any fund receive its twice-a-year reports on portfolio holdings, the information may be hopelessly out of date.

6.   Funds are required to disclose their portfolio holdings only twice a year, so the data omit any issues bought and sold in the interim.

7.   International standards also require banks to mark all portfolio holdings to market prices.

8.   It also will include information about mutual fund prices, prospectuses and portfolio holdings.

9.   Japan still holds enormous wealth in this country, the result of decades of direct investment in property and businesses as well as portfolio holdings in stocks and bonds.

10.   Many funds argue, for example, that monthly listings of portfolio holdings would disclose too much information about their strategies.