Talk:Balanced fund

Advantages of balanced funds
I removed "low-cost" from: "For investors with difficulties tolerating the ups and downs of the stock market, low-cost balanced funds may have some behavioural advantages:" This section is about the advantages of balanced funds, not necessarily a low-cost fund. Low-cost is introduced later.

For balance, what are the disadvantages of balanced funds? --LadyGeek 15:44, 26 January 2015 (MST)


 * disadvantages are partly covered in the section "Alternatives to balanced funds": comparatively high costs; can't get the exact asset allocation you want (and it won't change over time as the investor gets older); no control over asset location, with tax consequences. --Quebec 16:15, 26 January 2015 (MST)