3 Balanced Mutual Funds Worth Betting On for Stable Returns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 05 2024
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Source: NASDAQ.COM
Balanced Funds Overview:
- Offer convenience of single fund investing, reducing volatility and providing higher returns than fixed-income investments.
- Fund managers can adjust equity and fixed-income proportions based on market conditions for optimal gains or loss mitigation.
Top-Ranked Balanced Mutual Funds:
- State Farm Balanced Fund (STFBX) invests in large and medium-cap companies with 6.0% three-year annualized returns.
- George Putnam Balanced Fund (PGEOX) focuses on bonds and stocks with 5.3% three-year annualized returns and a 0.47% expense ratio.
- Fidelity Balanced Fund (FBALX) invests in stocks, equity securities, and high-yield debt securities with 5.1% three-year annualized returns.
Investment Opportunities:
- Zacks Mutual Fund Rank #1 funds like STFBX, PGEOX, and FBALX are expected to outperform peers.
- Investors can access the complete list of balanced mutual funds for further research and investment decisions.
Zacks Investment Research Insights:
- Zacks experts highlight a company targeting millennial and Gen Z audiences with significant revenue growth.
- Director of Research identifies a potential stock pick with explosive upside, suggesting an ideal time for investment.
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.








