Summary: Three top-ranked balanced mutual funds offering higher returns with reduced volatility.

From Nasdaq: 2024-12-17 04:48:00

Balanced funds provide a convenient way for investors to access a mix of equity and bond funds in a single investment. These funds offer higher returns than fixed-income investments with reduced volatility. Fund managers can adjust the allocation of assets based on market conditions to maximize gains or limit losses.

Three top-ranked balanced mutual funds to consider are Arrow Managed Futures Strategy (MFTFX), Permanent Portfolio Permanent (PRPFX), and Meeder Muirfield Retail (FLMFX). Each fund holds a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform peers in the future. Investors can access the complete list of funds for more options.

Arrow Managed Futures Strategy fund focuses on fixed-income and managed-futures strategies, with a 15.5% three-year annualized return. Joseph Barrato has managed the fund since 2014. Permanent Portfolio Permanent aims to preserve and grow the value of shares, with an 11% three-year annualized return and an expense ratio of 0.81%.

Meeder Muirfield Retail seeks capital growth by investing in growth-oriented mutual funds. The fund has a 7.9% three-year annualized return and holds 149 issues, with a notable investment in Berkshire Hathaway Inc. Investors can view the Zacks Rank and performance of all balanced mutual funds for further analysis and comparison.



Read more at Nasdaq: Buy These 3 Balanced Mutual Funds for Marvelous Returns