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Buy These 3 Balanced Mutual Funds for Higher Returns
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Investors interested in maintaining exposure to both equity and fixed-income securities may consider betting on balanced mutual funds. These mutual funds are believed to provide higher returns than pure fixed-income investments while maintaining low volatility.
The proportion of equity and fixed-income investments in these funds may also vary in response to market conditions. While managers may increase the share of fixed-income securities during a downturn to avoid losses, the share of equity securities may be raised in a bullish market. Hence, these funds are expected to harness the inherent strengths of both classes of investments.
Allspring Diversified Cap Bldr fund invests in equity and fixed-income securities with an emphasis on equities, targeting 70% to 90% in equity securities and 10% to 30% in debt securities.
Allspring Diversified Cap Bldr has three-year annualized returns of 30.3%. As of June 2026, EKBAX had 67 issues with 8.6% of its net assets invested in Micron Technology, Inc.
Thornburg Investment Income Builder fund invests in net assets (plus borrowings for investment purposes) in income-producing securities and at least 50% in common stocks.
Thornburg Investment Income Builder has three-year annualized returns of 24.3%. TIBAX has an expense ratio of 1.10%.
Vanguard Wellington Investor fund primarily invests in dividend-paying stocks of well-established large companies, complemented by holdings in fixed income securities such as investment-grade corporate bonds, U.S. government and agency obligations, and mortgage-backed securities to provide stability and moderate current income.
Vanguard Wellington Investor has three-year annualized returns of 15.7%. Loren Moran has been one of the fund managers of VWELX since 2017.
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Buy These 3 Balanced Mutual Funds for Higher Returns
Investors interested in maintaining exposure to both equity and fixed-income securities may consider betting on balanced mutual funds. These mutual funds are believed to provide higher returns than pure fixed-income investments while maintaining low volatility.
The proportion of equity and fixed-income investments in these funds may also vary in response to market conditions. While managers may increase the share of fixed-income securities during a downturn to avoid losses, the share of equity securities may be raised in a bullish market. Hence, these funds are expected to harness the inherent strengths of both classes of investments.
Below, we share with you three top-ranked balanced mutual funds, namely Allspring Diversified Cap Bldr (EKBAX - Free Report) , Thornburg Investment Income Builder (TIBAX - Free Report) and Vanguard Wellington Investor (VWELX - Free Report) . Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of funds.
Allspring Diversified Cap Bldr fund invests in equity and fixed-income securities with an emphasis on equities, targeting 70% to 90% in equity securities and 10% to 30% in debt securities.
Allspring Diversified Cap Bldr has three-year annualized returns of 30.3%. As of June 2026, EKBAX had 67 issues with 8.6% of its net assets invested in Micron Technology, Inc.
Thornburg Investment Income Builder fund invests in net assets (plus borrowings for investment purposes) in income-producing securities and at least 50% in common stocks.
Thornburg Investment Income Builder has three-year annualized returns of 24.3%. TIBAX has an expense ratio of 1.10%.
Vanguard Wellington Investor fund primarily invests in dividend-paying stocks of well-established large companies, complemented by holdings in fixed income securities such as investment-grade corporate bonds, U.S. government and agency obligations, and mortgage-backed securities to provide stability and moderate current income.
Vanguard Wellington Investor has three-year annualized returns of 15.7%. Loren Moran has been one of the fund managers of VWELX since 2017.
To view the Zacks Rank and the past performance of all balanced mutual funds, investors canclick here to see the complete list of balanced mutual funds.
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