A final look to EPFR-tracked equity funds in December 2022, with alternative, balanced, bond and money market funds experiencing significant redemptions as investors grapple with a highly uncertain outlook for the first half of next year.
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Seeking balance in an underused fund group
Balanced Funds, also known as hybrid or multi-asset funds, are a class of funds that contain both a debt and equity within a single portfolio. These funds offer investors diversified exposure that can be adjusted over time — either on a discretionary basis or in response to predetermined markers — and are an important tool for target-date retirement planning.