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104 Don’t Make Me Say I Told You So
Many core funds employ either balanced or blend strategies.
Balanced funds combine both stocks and bonds into a single
fund to try to achieve steady returns and improved asset
allocation. Blend funds combine both value and growth stocks
into a single fund. Core funds can be used to try to provide
more predictable returns in a variety of market environments.
The idea is that a diversified mix of investing styles and asset
classes may create a more stable portfolio.
In addition to being classified as value, growth, or core, a fund
can be categorized by the size of the stocks in which it invests.
The styles we’ve discussed can be further divided into small-
cap, mid-cap, and large-cap.
Equity Fund Styles
Large
PLEASE REPLACE THIS WITH CHART
#107. IT'S IN OUR SHARED FOLDER IN
Medium
DROPBOX.
Small
Value Blend Growth
Growth or Value: Which Style Is Better?
Value investors argue that their method delivers superior
long-term returns while reducing risk. Because value investing
Chapter 3: You Must Have Growth In Your Portfolio
