Moderate Allocation Funds
Allocation funds seek to provide both income and growth by investing in a combination of stocks, bonds, and cash in a single portfolio. The funds and ETFs are assigned categories based on equity exposure, which can typically range from 15% to 85% of assets. Here we highlight those funds that target an equity exposure between 50% to 70%.
|
Name
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Adjusted Expense Ratio
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|
| 1919 Socially Responsive Balanced Fund Class A
SSIAX
| 11.58% | 13.35% | 6.41% | 0.950% | $920.62M | |||
| 1919 Socially Responsive Balanced Fund Class C
SESLX
| 10.76% | 12.54% | 5.64% | 1.680% | $920.62M | |||
| 1919 Socially Responsive Balanced Fund Class I
LMRNX
| 11.83% | 13.63% | 6.67% | 0.690% | $920.62M | |||
| 50% Allocation Fund
FRYBX
| 13.15% | 12.46% | — | 0.030% | $1.39M | |||
| Abraham Fortress Fund Class I
FORTX
| 27.63% | 12.68% | 7.94% | 0.740% | $104.51M | |||
| Abraham Fortress Fund Class K
FORKX
| 27.79% | 12.78% | 8.04% | 0.650% | $104.51M | |||
| Adaptive Core ETF
RULE
| 34.03% | 15.84% | — | 1.840% | $15.78M | |||
| Alger Balanced Portfolio Class I-2
ABLOX
| 21.39% | 17.63% | 10.91% | 0.940% | $72.07M | |||
| Allspring Asset Allocation Fund - Class A
EAAFX
| 18.19% | 14.51% | 6.74% | 1.060% | $1.57B | |||
| Allspring Asset Allocation Fund - Class Admin
EAIFX
| 18.38% | 14.68% | 7.14% | 0.900% | $1.57B | |||
| Allspring Asset Allocation Fund - Class C
EACFX
| 17.34% | 13.67% | 5.93% | 1.810% | $1.57B | |||
| Allspring Asset Allocation Fund - Class Inst
EAAIX
| 18.58% | 14.87% | 7.07% | 0.750% | $1.57B | |||
| Allspring Index Asset Allocation Fund - Class A
SFAAX
| 13.86% | 13.63% | 6.84% | 1.060% | $1.22B | |||
| Allspring Index Asset Allocation Fund - Class Admin
WFAIX
| 14.06% | 13.82% | 7.02% | 0.900% | $1.22B | |||
| Allspring Index Asset Allocation Fund - Class C
WFALX
| 13.02% | 12.77% | 6.04% | 1.810% | $1.22B | |||
| Allspring Index Asset Allocation Fund Institutional Class
WFATX
| 14.21% | 13.98% | 7.18% | 0.750% | $1.22B | |||
| ALPS Balanced Opportunity Fund Class A
ALABX
| 18.97% | 15.33% | 7.77% | 1.150% | $13.46M | |||
| ALPS Balanced Opportunity Fund Class C
ALCBX
| 19.01% | 14.62% | 7.06% | 1.850% | $13.46M | |||
| ALPS Balanced Opportunity Fund Class I
ALPBX
| 19.00% | 15.29% | 7.85% | 0.850% | $13.46M | |||
| ALPS Balanced Opportunity Fund Investor Class
ALIBX
| 18.98% | 15.30% | 7.74% | 1.150% | $13.46M | |||
| American Beacon Balanced Fund Advisor Class
ABLSX
| 15.74% | 11.62% | 6.68% | 1.360% | $106.69M | |||
| American Beacon Balanced Fund C Class
ABCCX
| 15.03% | 10.93% | 6.02% | 1.950% | $106.69M | |||
| American Beacon Balanced Fund Class A
ABFAX
| 15.89% | 11.80% | 6.85% | 1.190% | $106.69M | |||
| American Beacon Balanced Fund Class Y
ACBYX
| 16.24% | 12.08% | 7.11% | 0.950% | $106.69M | |||
| American Beacon Balanced Fund Investor Class
AABPX
| 15.94% | 11.81% | 6.86% | 1.160% | $106.69M |
United States