If you're evaluating mutual funds for your investment portfolio or retirement account, this list highlights the best blend mutual funds to consider now, based on each fund outperforming the S&P 500 over the last one-, three-, five- and 10-year periods. Blend funds invest in both growth and value stocks.
Shaded cells indicate the five best-of-the-best funds based on 10-year performance. Of 405 blend mutual funds at least 10 years old, just 14 of them, or 3%, won IBD Best Mutual Funds 2023 awards.
For more details, read the overview article on our 2023 mutual funds study, or see the list of all IBD Best Mutual Funds in every category, including bond funds, diversified stock funds, growth and value funds, and breakouts of large-cap, midcap and small-cap funds.
All returns are as of Dec. 31, 2022.
Best Blend Mutual Funds
| Mutual Fund | Symbol | 1-year total return | 3-year average total return | 5-year average total return | 10-year average total return | Morningstar category | Closed to new investors |
|---|---|---|---|---|---|---|---|
| Benchmark: S&P 500 | -18.11% | 7.66% | 9.42% | 12.56% | |||
| Natixis Vaughan Nelson Select Y | VNSYX | -16.65 | 11.32 | 10.97 | 13.78 | Large Blend | No |
| Federated Hermes MDT All Cap Core IS | QIACX | -14.03 | 11.21 | 11.22 | 13.45 | Large Blend | No |
| Jensen Quality Growth J | JENSX | -16.52 | 8.72 | 11.12 | 13.38 | Large Blend | No |
| Putnam Core Equity Fund Y | PMYYX | -15.87 | 8.98 | 9.57 | 13.32 | Large Blend | No |
| GMO Quality IV | GQEFX | -15.17 | 8.27 | 10.95 | 13.07 | Large Blend | No |
| SEI Dynamic Asset Allocation A (SIIT) | SDLAX | -16.09 | 10.05 | 9.44 | 13 | Large Blend | No |
| Hartford Stock HLS IA | HSTAX | -5.14 | 9.94 | 11.73 | 12.98 | Large Blend | No |
| Vanguard Dividend Growth Inv | VDIGX | -4.88 | 9.99 | 11.79 | 12.96 | Large Blend | No |
| Goldman Sachs Flexible Cap Institutional | GILLX | -16.98 | 8.61 | 9.77 | 12.94 | Large Blend | No |
| JPMorgan Equity Focus I | JPFSX | -17.62 | 8.61 | 9.6 | 12.89 | Large Blend | No |
| T. Rowe Price Dividend Growth | PRDGX | -10.23 | 8.83 | 10.81 | 12.8 | Large Blend | No |
| MassMutual Equity Opports R5 | MFVSX | -4.57 | 8.73 | 10.37 | 12.78 | Large Blend | No |
| MainStay WMC Enduring Capital A | MSOAX | -13.22 | 10.62 | 9.56 | 12.63 | Large Blend | No |
| Centre American Select Equity Inv | DHAMX | -3.31 | 17.22 | 12.56 | 12.58 | Large Blend | No |
Sources: IBD, Morningstar Direct
The 2023 Best Mutual Funds logo and accolades are available for licensing through Investor's Business Daily's partner, The YGS Group. For more information and ordering, please visit www.IBDlicensing.com or call 800-290-5460.
Go Inside The No. 1 Stock Fund On Our Best Mutual Funds List
Read More About The Findings Of Our 2023 Mutual Funds Study
See The List Of 2023 Best Mutual Funds In Every Category
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