Browse Investing

Growth and Income Fund

Fund style that tries to combine capital appreciation with current income rather than focusing on only one of those goals.

A growth and income fund is a fund designed to pursue both capital appreciation and current income in the same portfolio.

Instead of choosing only a growth objective or only an income objective, the strategy tries to blend the two through dividend-paying stocks, bonds, or other income-generating holdings that still leave room for portfolio appreciation.

How It Differs From Adjacent Fund Styles

A pure growth fund leans harder toward appreciation. A pure income fund leans harder toward current distributions. A growth and income fund sits between those poles and tries to make both objectives coexist.

That means it is often conceptually close to a balanced fund, but the emphasis is usually framed around investor objectives rather than a fixed asset-allocation formula.

  • Growth Fund: More appreciation-focused style.
  • Income Fund: More distribution-focused style.
  • Balanced Fund: Nearby blended style with a stronger asset-allocation framing.
  • Dividend: Important building block in many growth-and-income strategies.
Revised on Monday, May 18, 2026