A Review of Domestic-Hybrid Mutual Funds

Journal of Indexes, Vol. 6, No. 4, pp. 30-32, October/November 2004

3 Pages Posted: 25 Jun 2009 Last revised: 25 Mar 2015

See all articles by John A. Haslem

John A. Haslem

University of Maryland - Robert H. Smith School of Business

Multiple version iconThere are 2 versions of this paper

Date Written: June 24, 2009

Abstract

There are several types of domestic-hybrid mutual funds that apply various stock/bond allocations in efforts to provide full diversification in one portfolio. These “one-stop shopping” funds were initially designed to simplify decision making for long-term investors and pension plan participants. This design was considered appropriate if the benefits of risk-moderating bond allocations were to be fully realized.

Later,the more established and successful of these funds were deemed appropriate as core elements of portfolios. Domestic-hybrid mutual funds come in two basic forms:balanced funds and asset allocation funds. Each form focuses on a different approach to stock/bond allocation, and their histories precede their overall label as domestic-hybrid funds.

Keywords: domestic-hybrid mutual funds, balanced funds, funds of funds, asset allocation funds, life-stage funds, target maturity funds, strategic-income bond funds, couch potato portfolio, all-weather funds

JEL Classification: G2, G23, G28

Suggested Citation

Haslem, John A., A Review of Domestic-Hybrid Mutual Funds (June 24, 2009). Journal of Indexes, Vol. 6, No. 4, pp. 30-32, October/November 2004. Available at SSRN: https://ssrn.com/abstract=1425342

John A. Haslem (Contact Author)

University of Maryland - Robert H. Smith School of Business ( email )

College Park, MD 20742
United States
202-387 2025 (Phone)

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