Best Balanced Mutual Funds
Balanced funds maintain a mix of stocks and bonds in a single portfolio, typically targeting a 60/40 or similar asset allocation. They offer a one-stop solution for investors seeking both growth and income with reduced volatility.
9 funds in this category
| Fund Name | Symbol | Fund Family | Exp. Ratio | 1Y Return | 3Y Return | 5Y Return | AUM | Volatility |
|---|---|---|---|---|---|---|---|---|
| American Balanced Fund Class A Shares | ABALX | American Funds | 0.01% | +19.17% | +16.29% | +9.45% | $278.9K | 8.81% |
| Vanguard Wellington Fund Admiral Shares | VWENX | Vanguard | 0.00% | +15.76% | +14.68% | +8.49% | $121.3K | 8.53% |
| Vanguard Wellington Income Fund | VWELX | Vanguard | 0.01% | +15.65% | +14.58% | +8.41% | $121.3K | 8.53% |
| T. Rowe Price Capital Appreciation Fund | PRWCX | T. Rowe Price | 0.01% | +11.03% | +12.35% | +8.40% | $69.9K | 7.53% |
| Fidelity Balanced Fund | FBALX | Fidelity | 0.01% | +18.61% | +15.66% | +8.92% | $63.8K | 8.72% |
| Fidelity Puritan | FPURX | Fidelity | 0.01% | +16.74% | +15.47% | +8.73% | $32.9K | 9.82% |
| BlackRock Global Allocation Fund Investor A | MALOX | BlackRock | 0.01% | +14.53% | +13.47% | +5.63% | $17.2K | 9.60% |
| Dodge & Cox Balanced Fund | DODBX | Dodge & Cox | 0.01% | +8.13% | +11.20% | +6.48% | $15.0K | 7.33% |
| Baron Growth Fund | BGRFX | BlackRock | 0.00% | -22.15% | -6.63% | -5.11% | $2.5K | 18.18% |
Past performance does not guarantee future results. This information is for educational purposes only and is not investment advice.