Morningstar

Moderately Conservative 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 30% to 50%.
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
1290 Loomis Sayles Multi-Asset Income Fund Class A
TNXAX
10.11%9.38%4.93%1.050%$100.44M
 1290 Loomis Sayles Multi-Asset Income Fund Class I
TNVDX
10.38%9.65%5.19%0.800%$100.44M
 1290 Loomis Sayles Multi-Asset Income Fund Class R
TNYRX
9.83%9.11%4.67%1.300%$100.44M
 30% Allocation Fund
FMWIX
8.87%9.21%—0.030%$431,514.00
 Allspring Diversified Income Builder Fund - Class A
EKSAX
13.20%13.50%6.08%0.840%$557.85M
 Allspring Diversified Income Builder Fund - Class C
EKSCX
12.14%12.60%5.29%1.590%$557.85M
 Allspring Diversified Income Builder Fund - Class Inst
EKSYX
13.51%13.89%6.43%0.530%$557.85M
 Allspring Diversified Income Builder Fund - Class R6
EKSRX
13.61%13.99%6.56%0.430%$557.85M
 Allspring Real Return Fund - Class A
IPBAX
16.93%11.19%5.36%0.760%$222.50M
 Allspring Real Return Fund - Institutional Class
IPBNX
17.09%11.46%5.64%0.450%$222.50M
 Allspring Real Return Fund Class R6
IPBJX
17.26%11.55%5.72%0.400%$222.50M
 American Funds Conservative Growth and Income Portfolio Class 529-A
CIPAX
12.10%12.07%6.61%0.630%$9.76B
 American Funds Conservative Growth and Income Portfolio Class 529-C
CIPCX
11.14%11.19%5.79%1.400%$9.76B
 American Funds Conservative Growth and Income Portfolio Class 529-E
CIPEX
11.75%11.77%6.34%0.880%$9.76B
 American Funds Conservative Growth and Income Portfolio Class 529-F-2
FTPPX
12.28%12.31%6.86%0.400%$9.76B
 American Funds Conservative Growth and Income Portfolio Class 529-F-3
FPTPX
12.33%12.35%6.90%0.360%$9.76B
 American Funds Conservative Growth and Income Portfolio Class A
INPAX
12.03%12.10%6.63%0.620%$9.76B
 American Funds Conservative Growth and Income Portfolio Class ABLE-A
CIPGX
12.14%12.15%6.70%0.540%$9.76B
 American Funds Conservative Growth and Income Portfolio Class ABLE-F-2
CIQGX
12.35%12.38%6.93%0.330%$9.76B
 American Funds Conservative Growth and Income Portfolio Class C
INPCX
11.28%11.25%5.86%1.350%$9.76B
 American Funds Conservative Growth and Income Portfolio Class F-1
INPFX
11.97%12.03%6.57%0.660%$9.76B
 American Funds Conservative Growth and Income Portfolio Class F-2
INPEX
12.31%12.30%6.85%0.410%$9.76B
 American Funds Conservative Growth and Income Portfolio Class F-3
INPDX
12.37%12.40%6.95%0.310%$9.76B
 American Funds Conservative Growth and Income Portfolio Class R-1
RNCAX
11.19%11.24%5.84%1.370%$9.76B
 American Funds Conservative Growth and Income Portfolio Class R-2
RINBX
11.20%11.22%5.82%1.390%$9.76B

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