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.
7 funds in this category
| Fund Name | Symbol | Fund Family | Exp. Ratio | 1Y Return | 3Y Return | 5Y Return | AUM | Volatility |
|---|---|---|---|---|---|---|---|---|
| American Balanced Fund, Class A | ABALX | American Funds | 0.01% | +21.40% | +18.78% | +10.98% | $279.0K | 12.57% |
| Vanguard Wellington Fund Admira | VWENX | Vanguard | 0.00% | +21.85% | +21.36% | +14.82% | $119.8K | 15.77% |
| Vanguard Wellington Income Fund | VWELX | Vanguard | 0.00% | +21.78% | +21.27% | +14.74% | $119.8K | 15.76% |
| T. Rowe Price Capital Appreciat | PRWCX | T. Rowe Price | 0.01% | +14.00% | +17.48% | +14.53% | $68.9K | 12.73% |
| Fidelity Balanced Fund | FBALX | Fidelity | 0.01% | +16.87% | +17.20% | +12.99% | $62.2K | 11.59% |
| BlackRock Global Allocation Fun | MALOX | BlackRock | 0.01% | +18.12% | +16.76% | +10.09% | $17.5K | 11.92% |
| Baron Growth Fund | BGRFX | BlackRock | 0.02% | +0.13% | +7.80% | +5.97% | $3.2K | 32.65% |
Past performance does not guarantee future results. This information is for educational purposes only and is not investment advice.