Three Well-Balanced Mutual Funds Set for Impressive Returns

Written by Emily J. Thompson, Senior Investment Analyst

Source: NASDAQ.COM

Updated: Nov 11 2025

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Source: NASDAQ.COM

Balanced Funds Overview: Balanced funds provide a single investment option that combines equity and bond holdings, reducing portfolio volatility while offering higher returns than fixed-income investments alone.
Fund Manager Flexibility: Managers can adjust the equity and fixed-income proportions based on market conditions, increasing equity during upswings and shifting to fixed-income during downturns to mitigate losses.
Top-Ranked Balanced Funds: Three highly-rated balanced mutual funds include Permanent Portfolio Permanent (PRPFX), American Funds American Balanced (ABALX), and Vanguard Wellington Investor (VWELX), all earning a Zacks Mutual Fund Rank #1.
Performance Highlights: PRPFX has a three-year annualized return of 20.8%, ABALX at 16.8%, and VWELX at 16.7%, with each fund employing different strategies to achieve stability and income.

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.