Best Mutual Funds: Top Performing Balanced Allocation Stock Funds

Investing, Investments

NerdWallet examined all 7,000+ mutual funds that were in existence for the full decade ending December 31, 2012.  Below are the top performing moderate allocation stock funds of that ten year time period.  Past performance is not necessarily indicative of future results.

Fund Name Symbol Annual Return Annual Volatility Assets Under Management Expense Ratio
Villere Balanced VILLX 9.06% 17%  260,298,239 1.00%
JHancock Balanced SVBCX 8.19% 12%  977,056,914 1.88%
MFS Moderate Allocation MAMAX 7.75% 11%  3,864,934,441 0.30%
Green Century Balanced GCBLX 7.51% 16%  62,266,521 1.45%
American Funds American Balanced CLBFX 7.46% 12%  55,415,551,624 0.48%
FPA Crescent FPACX 7.37% 12%  9,729,276,960 1.18%
Buffalo Flexible Income BUFBX 7.33% 13%  639,429,446 1.01%
USAA First Start Growth UFSGX 7.09% 15%  234,928,265 1.38%
Columbia Balanced CBLAX 7.07% 12%  1,258,621,758 1.11%
American Funds Inc Fund of America CIMFX 7.05% 12%  74,542,940,949 0.46%
Russell LifePoints Balanced RBLSX 6.73% 13%  3,839,303,623 0.31%
Putnam Dynamic Asset Allocation Balanced PABYX 6.72% 14%  1,281,919,788 0.81%
T. Rowe Price Personal Strat Balanced TRPBX 6.72% 13%  1,681,298,959 0.63%
Mairs & Power Balanced MAPOX 6.70% 12%  266,457,175 0.79%
Fidelity Balanced FBALX 6.69% 13%  20,664,424,978 0.59%
LKCM Balanced LKBAX 6.66% 10%  21,673,424 0.80%
Oakmark Equity & Income OARBX 6.64% 11%  18,951,390,676 1.09%
Columbia Balanced CBALX 6.60% 12%  1,258,621,758 0.86%

 

Ready to invest?  Set up an account with one of these popular companies that allow you to purchase mutual funds across many top fund families:

  • TD Ameritrade – Offers hundreds of no-transaction fee funds from leading fund families and provides a complete mutual fund analysis toolbox including mutual fund screeners and Morningstar Instant X-Ray.
  • E*trade – Offers more than 1,300 no-load, no-transaction fee mutual funds.  An account also gains you access to E*trade’s award winning investment analysis platform and research.
  • Scottrade – Access to 14,500+ mutual funds, one of the largest selections available to investors anywhere.