Blend Fund
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Definition of 'Blend Fund'A category of equity mutual funds with portfolios that are made up of a mix of value and growth stocks.This is also referred to as a "hybrid fund". |
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Investopedia explains 'Blend Fund'A blend mutual fund has its origins in the graphical representation of a fund's essential characteristics in an equity style box, which was created and popularized by the investment research firm, Morningstar, Inc.A style box for stocks contains nine squares. The vertical axis is divided into three categories, which represent company size - large, medium, and small - as determined by a fund's market capitalization. The horizontal axis is also divided into three categories based on the stocks in a fund's stock portfolio: value, value/growth blend and growth stocks. As such, there are three versions of a stock blend fund, which would be differentiated simply by company size. |
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