Top 5 Highest Yielding Zacks #1 Ranked Balanced Mutual Funds - Highest Yielding Zacks #1 Ranked Funds
2012年12月8日 - 2:13AM
Zacks
Investors seeking total return, both regular income and long
term capital appreciation, should include balanced funds in their
portfolio. Balanced funds are perhaps the most flexible and
actively managed category of mutual funds as their investments
offer exposure across a variety of asset classes and sectors.
Moreover, these funds not only seek to provide good returns during
favorable market conditions, but also provide protection against
substantial capital loss during difficult times.
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 Advantage
|
5.69%
|
Federated Capital Income A
|
5.12%
|
JPMorgan Income Builder A
|
4.73%
|
Principal Global Diversified Income A
|
4.47%
|
MFS Diversified Income A
|
3.08%
|
ING Franklin Income Portfolio Advantage (IIFAX) seeks
high income. The fund invests in a wide range of debt and equity
securities. The fund focuses on purchasing income yielding and
stocks. It also invests in common stocks from a number of sectors.
The balanced mutual fund returned 10.99% 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 high income
yielding equity and fixed-income securities. It may also purchase
and sell foreign currencies or non dollar denominated fixed income
securities in order to manage its foreign currency exposure. The
balanced mutual fund returned 11.67% 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 appreciably high
income. The fund invests in a wide range of income yielding
domestic and foreign debt and equity securities. It may invest all
its assets in securities rated below investment grade. A maximum of
70% of its assets may be utilized to purchase junk bonds. The
balanced mutual fund returned 13.36% in the last one year
period.
As of October 2012, this balanced mutual fund held 1575 issues,
with 0.59% of its total assets invested in Merck & Co Inc.
Principal Global Diversified Income A (PGBAX) invests a
large share of its assets in high yield bond securities, preferred
securities, asset backed securities and those issued from emerging
markets. The fund also purchases global real estate and
infrastructure equity securities. The balanced mutual fund returned
14.76% in the last one year period.
The balanced mutual fund has an expense ratio of 1.16% compared
to a category average of 0.90%.
MFS Diversified Income A (DIFAX) seeks current income
with the secondary objective of capital growth. The fund invests in
a wide range of domestic and foreign debt and equity securities.
The fund concentrates on purchasing U.S. government securities
compared to other forms of debt. The balanced mutual fund returned
12.19% in 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.
(CAPAX): ETF Research Reports
(DIFAX): ETF Research Reports
(IIFAX): ETF Research Reports
(JNBAX): ETF Research Reports
(PGBAX): ETF Research Reports
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