Top 5 Highest Yielding Zacks #1 Ranked Balanced Mutual Funds - Highest Yielding Zacks #1 Ranked Funds
2012年9月21日 - 9:20PM
Zacks
Investors looking at both long term capital growth and regular
income would do well to consider balanced funds. Balanced funds
ensure that gains from rising markets are accompanied by relatively
lower levels of risk since they can utilize the strengths of equity
as well as fixed income securities. The composition of their
portfolios also ensures that the capital invested is protected
during a market downturn. Moreover, many funds in this category
keep the relative shares of equity, debt and money market
instruments fluid to enable them to respond to changing market
conditions
Below we will share with you the 5 highest yielding Zacks #1
ranked balanced mutual funds. Each has earned a Zacks #1 Rank
(Strong Buy) as we expect these mutual funds to outperform their
peers in the future. To view the Zacks Rank and past
performance of all balanced funds, investors can click here to see
the complete list of funds.
Mutual Fund
|
Yield
|
ING Franklin Income Portfolio
|
5.82%
|
Federated Capital Income A
|
5.12%
|
Thornburg Investment Income Builder A
|
4.82%
|
Buffalo Flexible Income
|
3.61%
|
MFS Diversified Income A
|
3.1%
|
ING Franklin Income Portfolio
(IIFAX) invests in a wide range of debt and equity securities The
fund purchases corporate and foreign debt securities as well as
domestic Treasury bonds. It also invests in stocks with high
dividend yields. It focuses on acquiring common stocks. The
balanced mutual fund returned 10.63% over the last one year
period.
The balanced mutual fund has an expense ratio of 1.37% compared
to a category average of 0.90%.
Federated Capital Income A (CAPAX) invests in equity
securities and fixed income instruments which have the ability to
deliver high levels of income. The fund focuses on acquiring fixed
income securities with high current yields. The balanced mutual
fund returned 11.16% over the last one year period.
The Fund Manager is John Nichol and he has managed this balanced
mutual fund since 2000.
JPMorgan Income Builder A (JNBAX) seeks high income
levels while also looking to appreciate the capital invested. The
fund invests in a wide variety of domestic and foreign dent and
equity securities. It may invest in both mature and emerging
economies. The balanced mutual fund returned 11.36% over the last
one year period.
The balanced mutual fund has an expense ratio of 0.74% compared
to a category average of 0.90%.
Buffalo Flexible Income (BUFBX) invests in a wide
spectrum of instruments like common stocks, convertible and
non-convertible preferred stocks, convertible and non convertible
debt securities, and junk bonds. The balanced mutual fund returned
14.17% over the last one year period.
As of June 2012, this balanced mutual fund held 131 issues, with
9.13% of its total assets invested in Fidelity Instl MM Fds
Government I.
MFS Diversified Income A (DIFAX) seeks current income
with a secondary objective of capital growth. The fund invests in
common stock and preferred stock, bonds as well as cash. The fund
focuses on investing in domestic firms, but may also invest in
foreign companies. It selects common stock issued by growth
oriented companies, regardless of their size. The balanced mutual
fund returned 12.43% over the last one year period.
The Fund Manager is James T. Swanson and he has managed this
balanced mutual fund since 2006.
To view the Zacks Rank and past performance of all balanced
mutual funds, investors can click here to see the complete list of
funds.
About Zacks Mutual Fund Rank
By applying the Zacks Rank to mutual funds, investors can find
funds that not only outpaced the market in the past but are also
expected to outperform going forward. Learn more about the Zacks
Mutual Fund Rank at http://www.zacks.com/funds.
(BUFBX): ETF Research Reports
(CAPAX): ETF Research Reports
(DIFAX): ETF Research Reports
(IIFAX): ETF Research Reports
(JNBAX): ETF Research Reports
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