Buy These 3 Balanced Mutual Funds to Preserve Capital
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 10 2025
0mins
Source: NASDAQ.COM
Balanced Funds Overview: Balanced funds provide a single investment option that combines equity and bond investments, reducing portfolio volatility while offering 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 AQR Managed Futures Strategy Fund (14.3% annualized returns), Fidelity Balanced Fund (4.9% annualized returns), and Vanguard Wellington Fund (4% annualized returns), all 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.
