Series 65: Balanced Funds

Taken from our Series 65 Online Guide

Balanced Funds

Balanced funds contain equities for appreciation and bonds for income. The objective of a balanced fund is to achieve lower volatility than an equity fund and higher returns than a bond fund. In addition, a balanced fund offers dive

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Your material was great. I took the Series 65 in March [2010] and passed with a 90%.

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