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3 Great Balanced Funds for 2025


Published on 2025-03-26 07:01:22 - Morningstar
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  • This balanced fund goes global, with more international stock and bond exposure than most of its peers. Its equity sleeve follows a 60/40 split between US and international stocks, making it slightly underweight the global market cap weight of US.

The article from Morningstar discusses three top-performing balanced funds recommended for 2025, highlighting their investment strategies, performance, and suitability for investors looking for a mix of equity and fixed income. Dodge & Cox Balanced Fund (DODBX) is praised for its value-oriented approach, focusing on undervalued stocks and bonds, offering a blend of 60% stocks and 40% bonds, with a notable performance in both bull and bear markets. Vanguard Wellington Fund (VWELX) is noted for its long history of stability and conservative investment strategy, maintaining a similar 60/40 split but with a focus on high-quality, dividend-paying stocks and investment-grade bonds. Lastly, T. Rowe Price Capital Appreciation Fund (PRWCX) stands out for its flexibility in asset allocation, managed by David Giroux, who adjusts the fund's exposure to equities and fixed income based on market conditions, aiming for capital appreciation with lower volatility. Each fund is evaluated on its ability to provide diversification, manage risk, and deliver consistent returns, making them suitable for investors seeking a balanced approach to wealth accumulation and preservation.

Read the Full Morningstar Article at:
[ https://www.morningstar.com/portfolios/3-great-balanced-funds-2025 ]