Top Performing Balanced Mutual FundsModerate 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:
- Villere Balanced Fund (VILLX)
- SEI Asset Allocation Trust Conservative Strategy Allocation Fund (SMGAX)
- Bruce Fund (BRUFX)
- T. Rowe Price Capital Appreciation Fund (PRWCX)
- SEI Asset Allocation Trust Defensive Strategy Allocation Fund (STDAX)
- Transamerica Multi-Managed Balanced Fund (IBALX)
- Dodge & Cox Balanced Fund (DODBX)
- American Funds American Balanced Fund (ABALX)
- Fidelity Balanced Fund (FBALX)
- Fidelity Puritan (FPURX)
- American Funds The Income Fund of America Fund (AMECX)
- Columbia Balanced Fund (CBLAX)
- Mairs & Power Balanced Fund (MPGFX)
- Vanguard Wellington Fund (VWELX)
Villere Balanced FundThis 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 FundThe 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 FundThis 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 FundDodge & 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 Description||Ticker||5 Year Return %|
|Villere Balanced Fund Investor Class||VILLX||13.38|
|SEI Asset Allocation Trust Conservative Strategy Allocation Fund Class A||SMGAX||12.61|
|T. Rowe Price Capital Appreciation Fund||PRWCX||12.2|
|SEI Asset Allocation Trust Defensive Strategy Allocation Fund Class A||STDAX||12.11|
|Transamerica Multi-Managed Balanced Fund Class A||IBALX||11.63|
|Dodge & Cox Balanced Fund||DODBX||11.43|
|American Funds American Balanced Fund Class A||ABALX||11.37|
|Fidelity Balanced Fund||FBALX||10.89|
|Fidelity Puritan Fund||FPURX||10.87|
|American Funds The Income Fund of America Class A||AMECX||10.75|
|Columbia Balanced Fund Class A||CBLAX||10.65|
|Mairs & Power Balanced Fund Investor Class||MPGFX||10.64|
|Vanguard Wellington Fund Investor Shares||VWELX||10.61|