Balanced Mutual Fund Portfolio

Investment portfolio created September 2014

This recommended investment portfolio is one of 20+ mutual fund portfolios that we've assembled for investors with different time horizons and risk-tolerance levels to consider. Visit our Portfolio Finder to see them all.

 
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Balanced Mutual Fund Portfolio

For investors who don't have a lot of cash
 70% Stocks |  30% Bonds | 


 Data through August 31, 2016

FUND NAME SYMBOL % OF
PORTFOLIO
YTD
RETURN
1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
MAX LOAD EXPENSE RATIO
StockAmana IncomeAMANX70%10.34%14.62%9.82%11.62%8.39%none%1.14%
BondHomesteads Short-Term Bond HOSBX301.972.061.492.073.59none0.74
   1007.8310.857.328.756.95 1.02
** Closed to new investors. # Closed to new investors; other share classes are available.
r Maximum redemption fee charged when you sell shares. s Front-end load; redemption fee may apply.
— Fund has not existed for the specified time. Source: Morningstar, Inc..

One good option for those without much cash is to start with an automatic investment plan. Many fund families will let you into their funds for little to nothing to start, provided you sign up to contribute a small amount each month automatically. If regular contributions aren't an option for you, consider Amana Trust Income -- a terrific fund that requires just $250 to start and will give you a foundation in high-quality dividend stocks. The fund adheres to Islamic religious principles and so, among other things, does not invest in any company that charges interest. Homestead Short-Term Bond invests in a mix of mortgage securities and government and corporate bonds. It requires a $500 initial investment. You could put this portfolio together with as little as $1,700.