Hybrid Fund

Filed Under » ,
Dictionary Says

Definition of 'Hybrid Fund'

A category of mutual fund that is characterized by portfolio that is made up of a mix of stocks and bonds, which can vary proportionally over time or remain fixed. Morningstar separates hybrid funds into domestic hybrid and international hybrid categories.
Investopedia Says

Investopedia explains 'Hybrid Fund'

In the hybrid category, balanced funds tend to stick to a relatively fixed allocation of stocks and bonds. Actively managed asset allocation funds tend to have portfolios with a mix of stocks and bonds that responds to market conditions as perceived by the fund manager. Passively managed asset allocation, life-cycle and target-date funds generally have a stock-bond mix that changes over a lifetime, moving progressively from aggressive to more conservative structures.
Search results for

'Hybrid Fund'

  • Today's Mutual Fund Industry | Investopedia

    http://www.investopedia.com/university/quality-mutual-fund/chp1-Introduction/mf-industry.asp
    ... 4,550 equity; 2,041 bond; 510 hybrid; 943 money market. It is a huge understatement
    to say that for the investing public, this number of fund choices is ...

  • Understanding Mutual Fund Returns | Investopedia

    http://www.investopedia.com/university/quality-mutual-fund/chp4-fund-risk-return/mf-returns.asp
    ... securities in the fund. In our example, ABC is a hybrid stock/bond fund
    with a growth-income orientation. Apart from capital gains ...

  • The Over-diversified Diversification Portfolio

    http://stocks.investopedia.com/stock-analysis/2009/The-Over-diversified-Diversification-Portfolio-MKL-BRK.A-BRK.B-EFA-KMX-DEO-L-CNA0903.aspx
    ... Berkshire Hathaway is really a hybrid fund in that it is part private equity
    firm and part mutual fund. That's a potent combination. ...

  • Fund IQ No.8: Favorable Analytics | Investopedia

    http://www.investopedia.com/university/quality-mutual-fund/chp10-commentary
    ... perspective is found in Morningstar's two-word designation of a mutual fund as an ...
    From this universe of funds, approximately 85 stock, 15 hybrid, and 50 bond ...

  • Fund IQ No.8: Favorable Analytics | Investopedia

    http://www.investopedia.com/university/quality-mutual-fund/chp10-commentary/favorable-analytics.asp
    ... perspective is found in Morningstar's two-word designation of a mutual fund as an ...
    From this universe of funds, approximately 85 stock, 15 hybrid, and 50 bond ...

  • Fund IQ No.8: Favorable Analytics | Investopedia

    http://www.investopedia.com/university/quality-mutual-fund/chp10-commentary/
    ... perspective is found in Morningstar's two-word designation of a mutual fund as an ...
    From this universe of funds, approximately 85 stock, 15 hybrid, and 50 bond ...

  • Mutual Fund Categories | Investopedia

    http://www.investopedia.com/university/quality-mutual-fund/chp3-invest-obj
    ... Hybrid, A blend of stocks and bonds. Includes balanced, targeted and life-cycle
    type funds. Money Market Fund, For liquidity and safety. ...

  • Mutual Fund Categories | Investopedia

    http://www.investopedia.com/university/quality-mutual-fund/chp3-invest-obj/mf-categories.asp
    ... Hybrid, A blend of stocks and bonds. Includes balanced, targeted and life-cycle
    type funds. Money Market Fund, For liquidity and safety. ...

  • Mutual Fund Categories | Investopedia

    http://www.investopedia.com/university/quality-mutual-fund/chp3-invest-obj/
    ... Hybrid, A blend of stocks and bonds. Includes balanced, targeted and life-cycle
    type funds. Money Market Fund, For liquidity and safety. ...

  • ETFs: How Did We Live Without Them?

    http://www.investopedia.com/articles/exchangetradedfunds/08/ETF-origins.asp
    ... Hybrid Index, 386, 314, 119, 119, -. ... The Bottom Line The birth of the ETF in 1993
    provided investors with what we now call a blend between a stock and a mutual fund ...

Related Articles

Partner Links