What Is a Balanced Fund? (SIE and Series 7 Exam)

What Is a Balanced Fund? (SIE and Series 7 Exam)

A balanced fund is a type of mutual fund that holds a mix of stocks and bonds in a fixed allocation — typically around 60% equity and 40% fixed income. It is designed for investors who want growth with less volatility than a pure equity fund. Balanced funds appear regularly on Series 7 suitability questions.

Ready to test yourself?

Practice the concepts from this video on our free Series 7 practice exam.

Take the Free Practice Exam →

Continue Studying

Scroll to Top