The Top 10 Best Balanced Funds of 2021
Investors looking for stable returns and a balanced portfolio should consider investing in balanced funds. These funds typically invest in a mix of stocks, bonds, and other asset classes to maintain a diversified portfolio. In this article, we will discuss the top 10 best balanced funds of 2021 that investors should consider.
1. Vanguard Wellesley Income Fund (VWINX)
Vanguard Wellesley Income Fund is a conservative allocation balanced fund that invests in a mix of stocks and bonds. The fund has a long-term track record and has consistently delivered steady returns with low volatility. The fund has an expense ratio of 0.25% and a yield of 2.44%, making it an attractive option for income-seeking investors.
2. BlackRock Global Allocation Fund (MALOX)
BlackRock Global Allocation Fund is a flexible allocation balanced fund that invests in a mix of stocks, bonds, and other asset classes. The fund has a global focus and seeks to generate attractive returns while managing risk. The fund has an expense ratio of 1.13% and a yield of 2.21%.
3. Dodge & Cox Balanced Fund (DODBX)
Dodge & Cox Balanced Fund is a conservative allocation balanced fund that invests in a mix of stocks and bonds. The fund has a value-oriented approach and seeks to generate attractive returns over the long-term. The fund has an expense ratio of 0.53% and a yield of 1.73%.
4. Fidelity Balanced Fund (FBALX)
Fidelity Balanced Fund is a moderate allocation balanced fund that invests in a mix of stocks and bonds. The fund has a long-term track record and has consistently delivered solid returns with low volatility. The fund has an expense ratio of 0.53% and a yield of 1.81%.
5. American Funds Balanced Fund (ABALX)
American Funds Balanced Fund is a moderate allocation balanced fund that invests in a mix of stocks and bonds. The fund has a long-term track record and has consistently delivered solid returns with low volatility. The fund has an expense ratio of 0.53% and a yield of 1.69%.
6. T. Rowe Price Capital Appreciation Fund (PRWCX)
T. Rowe Price Capital Appreciation Fund is a moderate allocation balanced fund that invests in a mix of stocks and bonds. The fund has a growth-oriented approach and seeks to generate attractive returns over the long-term. The fund has an expense ratio of 0.67% and a yield of 1.13%.
7. Vanguard Balanced Index Fund (VBIAX)
Vanguard Balanced Index Fund is a moderate allocation balanced fund that invests in a mix of stocks and bonds. The fund seeks to track the performance of a benchmark index and has a low expense ratio of 0.07%. The fund has a yield of 1.81%.
8. PIMCO All Asset Fund (PAAIX)
PIMCO All Asset Fund is a flexible allocation balanced fund that invests in a mix of stocks, bonds, and other asset classes. The fund has a tactical approach and seeks to generate attractive returns while managing risk. The fund has an expense ratio of 1.01% and a yield of 1.86%.
9. Fidelity Advisor Balanced Fund (FABPX)
Fidelity Advisor Balanced Fund is a moderate allocation balanced fund that invests in a mix of stocks and bonds. The fund has a long-term track record and has consistently delivered solid returns with low volatility. The fund has an expense ratio of 0.73% and a yield of 1.70%.
10. Vanguard LifeStrategy Moderate Growth Fund (VSMGX)
Vanguard LifeStrategy Moderate Growth Fund is a moderate allocation balanced fund that invests in a mix of stocks and bonds. The fund has a diversified portfolio and is designed to be a one-stop-shop for investors seeking moderate growth. The fund has an expense ratio of 0.14% and a yield of 1.88%.
In conclusion, investors seeking a balanced portfolio with stable returns should consider investing in these top 10 best balanced funds of 2021. These funds have a mix of stocks, bonds, and other asset classes, offering a diversified portfolio with low volatility. Investors should carefully consider their investment objectives and risk tolerance before investing in any of these funds.