As markets reach new highs, an all-stock portfolio might be too risky for some. This best balanced mutual fund offers an array of benefits: veteran management, value-oriented stock and bond selection, solid track record and a low 0.53% management fee. This low-fee balanced fund tracks the U.S. stock and U.S. taxable bond markets. Fidelity U.S. Speaking of Fidelity income-oriented ideas, the Fidelity Multi-Asset Income Fund is another one to consider, particularly for investors whowant a heavy dose of higher-yielding bonds … Investment grade taxable bond funds are typically composed of investment grade bonds issued by governments and corporations or secured by assets such as home mortgages. In Fidelity 500 Index Fund's ... American Funds' American Balanced Fund ... 4.1% non-U.S. bonds, and 9.4% cash. While some conservative allocation funds can be used for short- to intermediate-term investing (1–5 years), most types of mutual funds, including balanced funds, are most suitable for long-term investing (10 years or more). The four funds that comprise the 2050 fund's portfolio (and the 2045, 2040, and 2035 funds as well) are the Spartan Total Market Index Fund-Class F (FFSMX), the Fidelity Series Commodity Strategy Fund- Class F (FCSFX), the Fidelity Series Global Ex-U.S. Index Fund (FSGEX), and the Spartan U.S. The fund … … The fund's equity holdings are mostly focused on growth-oriented … The best balanced mutual funds for simple investment diversification. The … Balanced Funds to Buy for the Long-Term . It tends to have about two thirds of its portfolio in value stocks and one third in high-quality bonds. All fund yields are subject to taxes at the local, state, or federal level, and in some cases, a combination of all these. There's plenty of diversification, with more than 3,000 stocks and 8,000 bonds held. Bond Index Fund Most major mutual fund companies offer similar index funds and target-date retirement funds that one could use to … The Fidelity Corporate Bond Fund is one of the best-performing corporate bond funds administered by Fidelity, and it has received a four-star overall rating from Morningstar. The fund is unique among balanced mutual funds in that it invests in stocks and bonds across economic sectors. The primary objective of the Fidelity Fund Portfolios-Income is to provide a representation of just one way you might construct a portfolio of Fidelity mutual funds, designed for the purpose of providing a focus on interest and dividend income, over a range of long term risk levels, which are consistent with the asset allocations of a (sub)set of Fidelity’s Target Asset Mixes (TAMs). Choosing one balanced mutual fund with stocks and bonds will … Bond Index Fund-Class F (FUBFX). An investment-grade bond fund is the core of any income-oriented portfolio. The alternative is to own diverse assets. The fund holds only 61 stocks and 1,073 bonds. With a diffuse balanced fund in the fold, ... Fidelity Total Bond ... 2 Team-Oriented Funds Here, a top option is Kip 25 member Fidelity Total Bond , yielding 2.9%.