3 Balanced Mutual Funds for Stable Returns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 19 2024
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Source: NASDAQ.COM
Balanced Funds Overview: Balanced funds provide a single investment option that combines equity and bond holdings, reducing portfolio volatility while aiming for higher returns than fixed-income investments. Fund managers can adjust the equity and fixed-income ratios based on market conditions.
Top-Ranked Balanced Mutual Funds: Three highly rated balanced mutual funds include Permanent Portfolio Permanent (PRPFX), State Farm Balanced Fund (STFBX), and BlackRock Tactical Opportunities Inv (PCBAX), all with strong performance records and expected to outperform peers in the future.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
