Posted by Ed on November 06, 2009 at 09:30:19:
In Reply to: How Calculate Bond Percentages? Include Balanced type funds bonds? posted by Cathy on November 06, 2009 at 09:18:25:
: If one decides on a Portfolio holding 40% bonds, then also has some Balanced, Blend or Large/Small Caps funds that also include bond percentages, should the percentage of bonds held by these funds be included in with the total percentage of the all-bond part of your portfolio?
>>>Only if you want to be a strict asset allocator. If that's the case you should think about sticking to index funds. If you decide you want to count the bonds from other funds the tool linked below will help you to see what you own. At one time the term 'balanced' usually indicated that a fund had 60% stocks and 40% bonds. That isn't as true anymore and that's why indexing would make your job easier.