Hybrid Fund

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.

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.


Investment dictionary. . 2012.

Игры ⚽ Нужно решить контрольную?

Look at other dictionaries:

  • hybrid — or hybrid security A package or combination of financial instruments. Hybrid structures range from simple to highly complex. See structured notes. American Banker Glossary A package of two or more different kinds of risk management instruments… …   Financial and business terms

  • Hybrid electric bus — An Eletra hybrid bus in São Paulo, Brazil …   Wikipedia

  • Hybrid open access journal — A newly popular variation on open access journals is the Hybrid Open Access Journal. This refers to a journal where only some of the articles are open access. This status typically requires the payment of a publication fee (also called a… …   Wikipedia

  • Hybrid electric vehicle — The Toyota Prius is the world s top selling hybrid car, with cumulative global sales of 2.36 million units by August 2011.[1] A hybrid electric vehicle (HEV) is a type of hybrid vehicle and electric vehicle which combines a conventional internal …   Wikipedia

  • Hybrid — A package containing two or more different kinds of risk management instruments that are usually interactive. The New York Times Financial Glossary * * * hybrid UK US /ˈhaɪbrɪd/ noun [C] ► something that is a combination of two different things,… …   Financial and business terms

  • Fund Category — A way of differentiating mutual funds according to their investment objectives and principal investment features. This categorization allows investors to spread their money around in a mix of funds with a variety of risk and return… …   Investment dictionary

  • 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 . A blend mutual fund has its origins in the graphical representation of a fund s essential… …   Investment dictionary

  • Mutual fund — This article is about mutual funds in the United States. For other forms of mutual investment, see Collective investment scheme. A mutual fund is a professionally managed type of collective investment scheme that pools money from many investors… …   Wikipedia

  • Plug-in hybrid — The Chevrolet Volt is the first mass production plug in hybrid available in the United States. A plug in hybrid electric vehicle (PHEV), plug in hybrid vehicle (PHV), or plug in hybrid is a hybrid vehicle which utilizes rechargeable batteries, or …   Wikipedia

  • Environmental Defense Fund — or EDF (formerly known as Environmental Defense) is a US based nonprofit environmental advocacy group. The group is known for its work on issues including global warming, ecosystem restoration, oceans, and human health. It is nonpartisan, and its …   Wikipedia

Share the article and excerpts

Direct link
Do a right-click on the link above
and select “Copy Link”