Best 14 Moderate Allocation Mutual Funds 2015

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See best 14 moderate allocation mutual funds 2015. Can these top funds be the contender for 2016? Top mutual funds are Villere Balanced Fund, Bruce Fund, etc.

Top Performing Balanced Mutual Funds

Best Moderate Allocation Mutual Funds 2015Moderate allocation mutual funds invest in stocks and bonds. These funds normally have higher portion of their assets invested in stocks (60-70%) and the rest of assets invested in bonds or money market (30-40%). You can buy these funds with as little as $100 initial investment for your brokerage or retirement accounts.

These best performing moderate allocation mutual funds are sorted based on its past 5 year performance in 2011-2015. You can find other fund information such as objective, share price, expense ratio, sales load, Morningstar rating, top holding, maturity, etc.

The 14 best moderate allocation mutual funds 2015 are:
  1. Villere Balanced Fund (VILLX)
  2. SEI Asset Allocation Trust Conservative Strategy Allocation Fund (SMGAX)
  3. Bruce Fund (BRUFX)
  4. T. Rowe Price Capital Appreciation Fund (PRWCX)
  5. SEI Asset Allocation Trust Defensive Strategy Allocation Fund (STDAX)
  6. Transamerica Multi-Managed Balanced Fund (IBALX)
  7. Dodge & Cox Balanced Fund (DODBX)
  8. American Funds American Balanced Fund (ABALX)
  9. Fidelity Balanced Fund (FBALX)
  10. Fidelity Puritan (FPURX)
  11. American Funds The Income Fund of America Fund (AMECX)
  12. Columbia Balanced Fund (CBLAX)
  13. Mairs & Power Balanced Fund (MPGFX)
  14. Vanguard Wellington Fund (VWELX)

Villere Balanced Fund

This Villere Balanced Fund invests mainly in U.S. common stocks with a minimum market capitalization of $150 million and high-quality fixed-income obligations. The fund’s expense fee is 0.87%. Total net assets are $796 million. The yield is 1.17%.

More: Best Moderate Allocation Mutual Funds 2014

Morningstar has ranked this moderate allocation mutual fund with 4 star rating. In 2015, the year-to-date return is 5.09%. For the past 3 year, it has an average annual return of 11.40%.

Bruce Fund

The Bruce Fund is ranked with 5 star rating by Morningstar. The yield is 1.67%. Its expense fee is 0.70%.The minimum investment is $1,000. The fund managers are R. Jeffrey Bruce and Robert B. Bruce. The fund’s share price is $521.90.

More: Best No Load Moderate Allocation Balanced Mutual Funds 2012

This top moderate allocation fund has returned 13.13% over the past 3 year, and 12.54% over the past 5 year. The past 3 years performance is as follows:
  • Year 2015: 3.10% (YTD)
  • Year 2014: 13.68%
  • Year 2013: 18.95%
  • Year 2012: 7.86%

T. Rowe Price Capital Appreciation Fund

This T. Rowe Price Capital Appreciation fund utilizes its assets to purchase common stocks, convertible, corporate, government debt, bank loans and foreign securities. This balanced fund is managed by David R. Giroux. The fund has an expense fee of 0.70% per year. Total net assets are $23 billion. The current dividend yield is 1.27%.

More: Best Mutual Funds 2015 List

Morningstar has ranked this best moderate allocation mutual fund with 5 star and gold rating. This top balanced fund has returned 12.89% over the past 1 year, and 15.17% over the past 3 year.

Dodge & Cox Balanced Fund

Dodge & Cox Balanced Fund is available from 102 brokerages. The annual expense fee is 0.53%. This fund invests primarily in a diversified portfolio of equity securities and debt securities. For the past 5 year, it has an annualized return of 11.43%.

Moderate Allocation Funds Performance


Fund DescriptionTicker5 Year Return %
Villere Balanced Fund Investor ClassVILLX13.38
SEI Asset Allocation Trust Conservative Strategy Allocation Fund Class ASMGAX12.61
Bruce FundBRUFX12.54
T. Rowe Price Capital Appreciation FundPRWCX12.2
SEI Asset Allocation Trust Defensive Strategy Allocation Fund Class ASTDAX12.11
Transamerica Multi-Managed Balanced Fund Class AIBALX11.63
Dodge & Cox Balanced FundDODBX11.43
American Funds American Balanced Fund Class AABALX11.37
Fidelity Balanced FundFBALX10.89
Fidelity Puritan FundFPURX10.87
American Funds The Income Fund of America Class AAMECX10.75
Columbia Balanced Fund Class ACBLAX10.65
Mairs & Power Balanced Fund Investor ClassMPGFX10.64
Vanguard Wellington Fund Investor SharesVWELX10.61

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