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Blend Fund

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Blend Fund
A category of Equity mutual funds with portfolios that are made up of a mix of value and growth stocks.
    
Also known 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.
Posted by  C5 Group Inc.
 
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