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当前位置:金号角网> 金融学院> 金融知识 > 英文财经词汇 > Mutual Fund - 共同基金> Blend Fund

恭喜湖南/长沙市【成功】需求金额200万元

恭喜湖南/长沙市【成功】需求金额200万元

恭喜湖南/长沙市【成功】需求金额300万元

恭喜湖南/长沙市【成功】需求金额200万元

恭喜湖南/长沙市【成功】需求金额1000万元

Blend Fund

2020-07-28 编辑:网站编辑 有805人参与 发送到手机
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英文名称:Blend Fund 中文名称:混合基金

混合型基金是指同时以股票、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 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.