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Portfolio > Mutual Funds

Seven conservative funds for seniors

By Staff Writer

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The following list of balanced funds comes to us by way of SmartMoney.com. The website analyzed data from Morningstar to find funds that were in the top 25 percent of their category in the last three- and five-year time periods.

Balanced funds haven’t been star performers of late; SmartMoney writes that the category is down 0.36 percent, while the S&P is up 0.22 percent. The funds on the list, though, are up 2.7 percent.

Among SmartMoney’s criteria for the list, these funds are open to new money, and the minimum investment is less than $5,000. Additionally, the annual expense ratio is under 1.5 percent.

  1. Berywn Income – Year-to-date return: 2.89 percent; Expense ratio: 0.7 percent
  2. Hussman Strategic Total Return – Year-to-date return: 2.01 percent; Expense ratio: 0.75 percent
  3. James Balanced: Golden Rainbow – Year-to-date return: 2.30 percent; Expense ratio: 1.16 percent
  4. Mairs & Power Balanced – Year-to-date return: 4.13 percent; Expense ratio: 0.83 percent
  5. Permanent Portfolio – Year-to-date return: 3.67 percent; Expense ratio: 0.82 percent
  6. T. Rowe Price Capital Appreciation – Year-to-date return: 2.75 percent; Expense ratio: 0.74 percent
  7. Vanguard Wellesley Income – Year-to-date return: 2.10 percent; Expense ratio: 0.31 percent

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