Changing allocations of balanced funds are a selling point

Posted by Snow on November 06, 2009 at 14:33:49:

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?

++++ One reason to buy a balanced fund is to bet that the manager is better at moving money between stocks and bonds than you are. Not all are successful of course. One very good one, Oakmark Equity and Income (OAKBX), allows for up to 35% in non U.S. issues and the stock/bond mix varies from quarter to quarter. Seconding others, I wouldn't sweat it too much.

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• Re: Changing allocations of balanced funds are a selling point Cathy 00:23:51 11/07/09 (0)

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Comments:	: : 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? : ++++ One reason to buy a balanced fund is to bet that the manager is better at moving money between stocks and bonds than you are. Not all are successful of course. One very good one, Oakmark Equity and Income (OAKBX), allows for up to 35% in non U.S. issues and the stock/bond mix varies from quarter to quarter. Seconding others, I wouldn't sweat it too much.
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