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
9.34%17.67%—0.030%$1.73M
 Allspring Diversified Capital Builder Fund - Class A
EKBAX
31.10%31.20%16.74%1.070%$2.55B
 Allspring Diversified Capital Builder Fund - Class C
EKBCX
30.13%30.24%15.86%1.820%$2.55B
 Allspring Diversified Capital Builder Fund - Class Inst
EKBYX
31.42%31.64%17.12%0.760%$2.55B
 American Funds Growth and Income Portfolio Class 529-A
CGNAX
7.90%18.34%8.00%0.680%$23.37B
 American Funds Growth and Income Portfolio Class 529-C
CGNCX
7.11%17.44%7.19%1.440%$23.37B
 American Funds Growth and Income Portfolio Class 529-E
CGNEX
7.66%18.05%7.75%0.920%$23.37B
 American Funds Growth and Income Portfolio Class 529-F-2
FGGIX
8.21%18.64%8.28%0.430%$23.37B
 American Funds Growth and Income Portfolio Class 529-F-3
FGIIX
8.25%18.71%8.33%0.390%$23.37B
 American Funds Growth and Income Portfolio Class A
GAIOX
7.98%18.38%8.04%0.650%$23.37B
 American Funds Growth and Income Portfolio Class ABLE-A
CGNGX
8.05%18.48%8.13%0.560%$23.37B
 American Funds Growth and Income Portfolio Class ABLE-F-2
CGLGX
8.26%18.71%8.35%0.360%$23.37B
 American Funds Growth and Income Portfolio Class C
GAITX
7.18%17.51%7.24%1.390%$23.37B
 American Funds Growth and Income Portfolio Class F-1
GAIFX
7.87%18.33%7.99%0.700%$23.37B
 American Funds Growth and Income Portfolio Class F-2
GAIEX
8.19%18.64%8.28%0.440%$23.37B
 American Funds Growth and Income Portfolio Class F-3
GAIHX
8.30%18.76%8.38%0.340%$23.37B
 American Funds Growth and Income Portfolio Class R-1
RGNAX
7.12%17.47%7.22%1.420%$23.37B
 American Funds Growth and Income Portfolio Class R-2
RGNBX
7.15%17.49%7.23%1.400%$23.37B
 American Funds Growth and Income Portfolio Class R-2E
RBEGX
7.41%17.80%7.52%1.140%$23.37B
 American Funds Growth and Income Portfolio Class R-3
RAICX
7.62%18.01%7.69%0.980%$23.37B
 American Funds Growth and Income Portfolio Class R-4
RGNEX
7.95%18.36%8.03%0.670%$23.37B
 American Funds Growth and Income Portfolio Class R-5
RGNFX
8.25%18.69%8.32%0.400%$23.37B
 American Funds Growth and Income Portfolio Class R-5E
RGQFX
8.18%18.60%8.24%0.480%$23.37B
 American Funds Growth and Income Portfolio Class R-6
RGNGX
8.29%18.76%8.39%0.340%$23.37B
 Aristotle Multi-Asset Growth & Income Fund Class A
PODAX
10.49%17.61%5.98%1.140%$640.67M

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