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Blend Fund

外汇网2021-06-19 13:39:58 42
英文名称:Blend Fund 中文名称:混合基金

混合型基金是指同期以股票、债券和货币市场工具为投资对象的基金。

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 repsentation 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 pided into three categories, which repsent company size - large, medium, and small - as determined by a fund's market capitalization. The horizontal axis is also pided 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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