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Probizbeacon > Investing > Best Balanced ETFs And Mutual Funds
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Best Balanced ETFs And Mutual Funds

July 9, 2025 5 Min Read
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Best Balanced ETFs And Mutual Funds
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Balanced funds are popular with investors who are looking for a combination of growth and income from their portfolio. These ETFs and mutual funds hold a combination of stocks and bonds and tend to be less volatile than funds that only hold stocks.

Balanced funds might have 60 percent of their assets invested in stocks, with the other 40 percent invested in bonds. Allocations can vary by the fund’s strategy.

These funds offer a diversified portfolio to investors that is likely to be less volatile than a fund that only holds stocks. A balanced fund will also provide more growth than a bond-only fund because it has exposure to stocks. It is truly a balanced portfolio strategy.

One downside of using balanced funds is that you don’t control the fund’s asset allocation, so if a 60/40 portfolio doesn’t fit your needs, for example, you may need to find a different strategy.

Here are some of the top balanced ETFs and mutual funds to consider for your portfolio.

Top balanced ETFs and mutual funds for your portfolio

*Data as of May 30, 2025.

Vanguard Balanced Index Fund Admiral Shares (VBIAX)

This mutual fund gives investors a balanced fund at a very low cost. The fund typically invests about 60 percent of its portfolio in stocks and 40 percent in bonds by tracking indexes that track the broad U.S. stock and bond markets.

  • 5-year returns (annualized): 8.8 percent
  • Expense ratio: 0.07 percent
  • Dividend yield: 2.14 percent

iShares Core 60/40 Balanced Allocation ETF (AOR)

This ETF aims to track the investment results of an index made up of stock and bond funds that is intended to represent a growth allocation target risk strategy. The fund holds roughly 62 percent in stocks and 38 percent in bonds.

  • 5-year returns (annualized): 7.9 percent
  • Expense ratio: 0.15 percent
  • Dividend yield: 2.69 percent
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Fidelity Balanced Fund (FBALX)

The Fidelity Balanced Fund is a mutual fund that seeks income and capital growth with taking reasonable risk. The fund holds about 60 percent in equity securities and 40 percent in bonds and other debt securities.

  • 5-year returns (annualized): 11.2 percent
  • Expense ratio: 0.47 percent
  • Dividend yield: 1.76 percent

SPDR SSGA Global Allocation ETF (GAL)

This ETF invests in a mix of exchange-traded funds and generally has at least 30 percent of its assets in countries outside the U.S. The portfolio typically has about 60 percent of its assets in equity securities, but the percentage can vary.

  • 5-year returns (annualized): 8.7 percent
  • Expense ratio: 0.35 percent
  • Dividend yield: 2.95 percent

American Funds American Balanced F3 (AFMBX)

This mutual fund invests in a diversified portfolio of quality stocks and bonds, typically holding between 50 percent and 75 percent of its assets in equities. The fixed income allocation generally invests in investment-grade bonds.

  • 5-year returns (annualized): 9.7 percent
  • Expense ratio: 0.25 percent
  • Dividend yield: 2.23 percent

iShares Core 80/20 Aggressive Allocation ETF (AOA)

This ETF aims to track the investment results of an index made up of stock and bond funds that is intended to represent an aggressive target risk allocation strategy. The fund holds roughly 80 percent in stocks and 20 percent in bonds.

  • 5-year returns (annualized): 10.7 percent
  • Expense ratio: 0.15 percent
  • Dividend yield: 2.31 percent

iShares Core 40/60 Moderate Allocation ETF (AOM)

This ETF aims to track the investment results of an index made up of stock and bond funds that is intended to represent a moderate target risk allocation strategy. The fund holds roughly 40 percent in stocks and 60 percent in bonds.

  • 5-year returns (annualized): 5.2 percent
  • Expense ratio: 0.15 percent
  • Dividend yield: 3.07 percent
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Editorial Disclaimer: All investors are advised to conduct their own independent research into investment strategies before making an investment decision. In addition, investors are advised that past investment product performance is no guarantee of future price appreciation.

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