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Portfolios 209: How to Invest for Intermediate-Term Goals

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1.
What does a balanced fund own?
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A balance of stocks and bonds. The typical balanced fund invests about 60% of its assets in stocks and 40% in bonds.
2.
Why may balanced funds not be the ideal choice for intermediate-term investors?
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Both of the above. You can often buy a short-term bond fund and a large-blend fund and pay less in annual expenses than if youd just bought a balanced fund. And some balanced funds may hold more in bonds than some in-betweeners need.
3.
What does the "blend" in large-cap blend funds refer to?
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Growth and value stocks. "Blend" is a recent term coined for those funds that include both growth and value stocks.
4.
Intermediate-term investing begins with _______.
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Determining your goals and what theyll cost. As with long-term investing, intermediate-term investing revolves around goals and their costs. Choosing the right investment is secondary.
5.
Intermediate-term investors are usually advised to _______.
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Use stocks to grow their money and bonds to protect what they make. This is a good balance for many intermediate-term goals.