Three Highly Rated Balanced Mutual Funds for Consistent Growth

Written by Emily J. Thompson, Senior Investment Analyst

Source: NASDAQ.COM

Updated: Aug 21 2025

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Source: NASDAQ.COM

Balanced Mutual Funds: Investors can consider balanced mutual funds for exposure to both equity and fixed-income securities, which may offer higher returns than pure fixed-income investments while maintaining low volatility.
Market Adaptability: The allocation of equity and fixed-income investments in these funds can change based on market conditions, with managers adjusting the proportions to mitigate losses during downturns or capitalize on gains in bullish markets.
Top-Ranked Funds: Three highly-rated balanced mutual funds include Dodge & Cox Balanced Fund (DODBX), Thornburg Investment Income Builder (TIBAX), and Schwab MarketTrack All Equity (SWEGX), all earning a Zacks Mutual Fund Rank #1 and expected to outperform peers.
Performance Metrics: The three-year annualized returns for these funds are 9.7% for DODBX, 17.3% for TIBAX, and 13.6% for SWEGX, indicating strong performance in their respective categories.

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.