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Balanced Mutual Fund Portfolio

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, this portfolio lets you get into good funds with low minimums.
 70% Stocks |  30% Bonds | 


 Data through October 31, 2017

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%17.15%22.1%8.23%12.61%7.33%none%1.12%
BondHomesteads Short-Term Bond HOSBX301.541.071.251.493.16none0.76
   10012.4715.796.149.286.08 1.01
** 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..

Amana Trust Income, a terrific fund that requires just $250 to start and will give you a foundation in high-quality dividend stocks. Interesting quirk: It 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.