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
| 4.59% | 15.05% | 5.37% | 0.950% | $876.81M | |||
| 1919 Socially Responsive Balanced Fund Class C
SESLX
| 3.83% | 14.21% | 4.61% | 1.680% | $876.81M | |||
| 1919 Socially Responsive Balanced Fund Class I
LMRNX
| 4.83% | 15.33% | 5.64% | 0.690% | $876.81M | |||
| 50% Allocation Fund
FRYBX
| 6.40% | 13.98% | — | 0.030% | $1.40M | |||
| Abraham Fortress Fund Class I
FORTX
| 13.71% | 13.79% | 7.75% | 0.740% | $105.67M | |||
| Abraham Fortress Fund Class K
FORKX
| 13.78% | 13.86% | 7.82% | 0.650% | $105.67M | |||
| Adaptive Core ETF
RULE
| 27.34% | 19.00% | — | 1.840% | $17.11M | |||
| Alger Balanced Portfolio Class I-2
ABLOX
| 11.91% | 18.52% | 10.21% | 0.940% | $69.40M | |||
| Allspring Asset Allocation Fund - Class A
EAAFX
| 8.06% | 15.92% | 5.91% | 1.060% | $1.50B | |||
| Allspring Asset Allocation Fund - Class Admin
EAIFX
| 8.24% | 16.12% | 6.31% | 0.900% | $1.50B | |||
| Allspring Asset Allocation Fund - Class C
EACFX
| 7.31% | 15.07% | 5.12% | 1.810% | $1.50B | |||
| Allspring Asset Allocation Fund - Class Inst
EAAIX
| 8.41% | 16.31% | 6.25% | 0.750% | $1.50B | |||
| Allspring Index Asset Allocation Fund - Class A
SFAAX
| 6.69% | 15.54% | 6.25% | 1.060% | $1.17B | |||
| Allspring Index Asset Allocation Fund - Class Admin
WFAIX
| 6.85% | 15.72% | 6.43% | 0.900% | $1.17B | |||
| Allspring Index Asset Allocation Fund - Class C
WFALX
| 5.89% | 14.66% | 5.46% | 1.810% | $1.17B | |||
| Allspring Index Asset Allocation Fund Institutional Class
WFATX
| 7.02% | 15.90% | 6.59% | 0.750% | $1.17B | |||
| ALPS Balanced Opportunity Fund Class A
ALABX
| 11.04% | 17.01% | 7.30% | 1.150% | $15.05M | |||
| ALPS Balanced Opportunity Fund Class C
ALCBX
| 11.04% | 16.34% | 6.61% | 1.850% | $15.05M | |||
| ALPS Balanced Opportunity Fund Class I
ALPBX
| 10.98% | 16.94% | 7.37% | 0.850% | $15.05M | |||
| ALPS Balanced Opportunity Fund Investor Class
ALIBX
| 11.01% | 16.98% | 7.29% | 1.150% | $15.05M | |||
| American Beacon Balanced Fund Advisor Class
ABLSX
| 8.45% | 13.88% | 6.21% | 1.360% | $101.29M | |||
| American Beacon Balanced Fund C Class
ABCCX
| 7.86% | 13.21% | 5.57% | 1.950% | $101.29M | |||
| American Beacon Balanced Fund Class A
ABFAX
| 8.69% | 14.07% | 6.37% | 1.190% | $101.29M | |||
| American Beacon Balanced Fund Class Y
ACBYX
| 8.97% | 14.37% | 6.64% | 0.950% | $101.29M | |||
| American Beacon Balanced Fund Investor Class
AABPX
| 8.68% | 14.11% | 6.40% | 1.160% | $101.29M |
United States