3 Top-Ranked Balanced Mutual Funds to Turbocharge Your Portfolio
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 27 2025
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Source: NASDAQ.COM
Balanced Mutual Funds Overview: Investors can consider balanced mutual funds for exposure to both equity and fixed-income securities, which are designed to offer higher returns than pure fixed-income investments while maintaining low volatility. The allocation between equities and bonds may adjust based on market conditions.
Top-Ranked Balanced Funds: Three highly-rated balanced mutual funds include Fidelity Balanced Fund (FBALX), George Putnam Balanced Fund (PGEOX), and Schwab MarketTrack All Equity (SWEGX), all of which have strong performance records and are expected to outperform their 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.
