Income Yield Balanced Growth

Growth mutual funds invest in stocks with expectations of strong future growth and price appreciation.
Income yield balanced growth. He s had a stellar year beating the s p 500 by over 10. Balanced funds invest with the goal of both income and capital appreciation. Balanced funds serve retired or conservative investors seeking growth that outpaces inflation and income that. High yield bonds bloomberg barclays u s.
Large cap stocks s p 500 10 income international bonds bloomberg barclays global aggregate ex usd 4 international high yield bonds bloomberg barclays global high yield usd 4 u s. Balanced growth income for more information about each section see page 2. Since 1990 since 2000 0 20 000 40 000 60 000 80 000 100 000 90 93 96 99 02 05 08 11 14 17 a historical perspective. Hy 2 issuer.
Balanced mutual funds invest in stocks and other asset classes like bonds.