The following list of balanced funds comes to us by way of SmartMoney.com.
The website analyzed data from Morningstar to find funds that were in the top 25% of their category in the last 3- and 5-year time periods.
Balanced funds haven’t been star performers of late; SmartMoney writes that the category is down -0.36%, while the S&P 500 is up +0.22%.
The funds on the list, though, are up +2.7%.
Among SmartMoney’s criteria for the list, these funds are open to new money, and the minimum investment is less than $5,000. Additionally, the annual expense ratio is under 1.5%.
1. Berywn Income
2. Hussman Strategic Total Return
3. James Balanced: Golden Rainbow
4. Mairs & Power Balanced
5. Permanent Portfolio
6. T. Rowe Price Capital Appreciation
7. Vanguard Wellesley Income
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