Investors can benefit from high returns and lower volatility with top-ranked balanced mutual funds.

From Nasdaq: 2025-03-10 07:23:00

Investors seeking a mix of equity and fixed-income investments can consider balanced mutual funds. These funds offer higher returns than fixed-income investments with lower volatility. Managers adjust the allocation based on market conditions, aiming to benefit from both asset classes’ strengths.

Top-ranked balanced mutual funds include Fidelity Balanced Fund (FBALX), Arrow Managed Futures Strategy (MFTFX), and Schwab MarketTrack All Equity (SWEGX). These funds have a Zacks Mutual Fund Rank #1 and are expected to outperform peers. FBALX focuses on income and capital growth, with a 7.2% three-year annualized return.

MFTFX implements fixed-income and managed-futures strategies, with a 12.6% three-year annualized return. SWEGX maintains a defined asset allocation in stock investments, with a 7.9% three-year annualized return. For more balanced mutual fund options, investors can access the complete list.

Looking for potential stock winners? Zacks experts have identified 5 stocks set to double in 2024, with previous recommendations soaring up to +673.0%. These under-the-radar stocks offer an opportunity to get in early. Explore these potential home runs and view all Zacks #1 ranked mutual funds for more investment opportunities.



Read more at Nasdaq: Grab These 3 Balanced Mutual Funds for Amazing Returns