3 Top-Ranked Balanced Mutual Funds to Hedge Against Market Risk
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 01 2025
0mins
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 proportions based on market conditions.
Highlighted Funds: Three balanced mutual funds highlighted are George Putnam Balanced Fund (8.4% annualized returns), State Farm Balanced Fund (8.3% annualized returns), and Dodge & Cox Balanced Fund (7.2% annualized returns), all rated as Strong Buy by Zacks.
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.
