Morningstar

Moderately Aggressive 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 70% to 85%.
Screen With Investor
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
70% Allocation Fund
FRGAX
17.72%15.80%—0.030%$1.72M
 Allspring Diversified Capital Builder Fund - Class A
EKBAX
51.11%30.05%18.38%1.070%$2.60B
 Allspring Diversified Capital Builder Fund - Class C
EKBCX
50.01%29.05%17.49%1.820%$2.60B
 Allspring Diversified Capital Builder Fund - Class Inst
EKBYX
51.61%30.44%18.76%0.760%$2.60B
 American Funds Growth and Income Portfolio Class 529-A
CGNAX
17.80%17.18%9.23%0.680%$23.80B
 American Funds Growth and Income Portfolio Class 529-C
CGNCX
16.89%16.27%8.40%1.440%$23.80B
 American Funds Growth and Income Portfolio Class 529-E
CGNEX
17.52%16.89%8.98%0.920%$23.80B
 American Funds Growth and Income Portfolio Class 529-F-2
FGGIX
18.08%17.47%9.51%0.430%$23.80B
 American Funds Growth and Income Portfolio Class 529-F-3
FGIIX
18.11%17.52%9.56%0.390%$23.80B
 American Funds Growth and Income Portfolio Class A
GAIOX
17.83%17.22%9.27%0.650%$23.80B
 American Funds Growth and Income Portfolio Class ABLE-A
CGNGX
17.93%17.29%9.36%0.560%$23.80B
 American Funds Growth and Income Portfolio Class ABLE-F-2
CGLGX
18.14%17.55%9.58%0.360%$23.80B
 American Funds Growth and Income Portfolio Class C
GAITX
16.93%16.33%8.45%1.390%$23.80B
 American Funds Growth and Income Portfolio Class F-1
GAIFX
17.76%17.14%9.21%0.700%$23.80B
 American Funds Growth and Income Portfolio Class F-2
GAIEX
18.08%17.45%9.50%0.440%$23.80B
 American Funds Growth and Income Portfolio Class F-3
GAIHX
18.22%17.57%9.62%0.340%$23.80B
 American Funds Growth and Income Portfolio Class R-1
RGNAX
16.90%16.30%8.43%1.420%$23.80B
 American Funds Growth and Income Portfolio Class R-2
RGNBX
16.93%16.34%8.45%1.400%$23.80B
 American Funds Growth and Income Portfolio Class R-2E
RBEGX
17.25%16.63%8.74%1.140%$23.80B
 American Funds Growth and Income Portfolio Class R-3
RAICX
17.44%16.83%8.91%0.980%$23.80B
 American Funds Growth and Income Portfolio Class R-4
RGNEX
17.80%17.18%9.25%0.670%$23.80B
 American Funds Growth and Income Portfolio Class R-5
RGNFX
18.12%17.51%9.55%0.400%$23.80B
 American Funds Growth and Income Portfolio Class R-5E
RGQFX
18.05%17.41%9.47%0.480%$23.80B
 American Funds Growth and Income Portfolio Class R-6
RGNGX
18.18%17.57%9.61%0.340%$23.80B
 Aristotle Multi-Asset Growth & Income Fund Class A
PODAX
20.00%15.86%6.92%1.140%$675.70M

Sponsor Center