What is a blend fund?

Therefore, a blend fund can simply be an index fund which encompasses both growth and value stocks inherently in its compositions. Blend funds may also focus on a combination of capital appreciation, growth and income. Some blend funds may report defined investment allocations such as 40% growth stocks, 40% value stocks and 20% high quality bonds.

Are blend funds divvied up by market capitalization?

But generally, it’s common to find blend funds that are divvied up by market capitalization. So you may have a blend fund that includes only large-cap value and growth stocks or one that invests solely in mid-cap growth and value stocks.

Should you invest in blended funds?

Blend Fund Pros and Cons Blend funds can suit a variety of different investor types, including newer investors and those who are more experienced in the market. But deciding whether you should invest in blended funds requires taking a closer look at the advantages and potential disadvantages. Pros

What are blend funds & style box investment research?

Blend funds are a common category distinguished by fund research providers. Style box investment research was created and popularized to facilitate the identification of funds in various categories for investment such as blend funds. Style box classifications are very helpful for differentiating investments by objective.