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
5.87%10.36%4.64%1.050%$105.39M
 1290 Loomis Sayles Multi-Asset Income Fund Class I
TNVDX
6.13%10.63%4.90%0.800%$105.39M
 1290 Loomis Sayles Multi-Asset Income Fund Class R
TNYRX
5.60%10.08%4.38%1.300%$105.39M
 30% Allocation Fund
FMWIX
3.67%10.30%—0.030%$426,551.00
 Allspring Diversified Income Builder Fund - Class A
EKSAX
5.94%13.81%5.38%0.840%$546.65M
 Allspring Diversified Income Builder Fund - Class C
EKSCX
5.07%12.98%4.57%1.590%$546.65M
 Allspring Diversified Income Builder Fund - Class Inst
EKSYX
6.19%14.21%5.71%0.530%$546.65M
 Allspring Diversified Income Builder Fund - Class R6
EKSRX
6.29%14.30%5.80%0.430%$546.65M
 Allspring Real Return Fund - Class A
IPBAX
6.76%10.93%4.28%0.760%$209.81M
 Allspring Real Return Fund - Institutional Class
IPBNX
7.02%11.24%4.58%0.450%$209.81M
 Allspring Real Return Fund Class R6
IPBJX
7.08%11.33%4.65%0.400%$209.81M
 Allspring Real Return Portfolio 7.05%11.34%4.66%0.350%$423.77M
 American Funds Conservative Growth and Income Portfolio Class 529-A
CIPAX
6.03%13.08%5.96%0.630%$9.75B
 American Funds Conservative Growth and Income Portfolio Class 529-C
CIPCX
5.24%12.21%5.17%1.400%$9.75B
 American Funds Conservative Growth and Income Portfolio Class 529-E
CIPEX
5.77%12.80%5.71%0.880%$9.75B
 American Funds Conservative Growth and Income Portfolio Class 529-F-2
FTPPX
6.35%13.37%6.23%0.400%$9.75B
 American Funds Conservative Growth and Income Portfolio Class 529-F-3
FPTPX
6.40%13.42%6.27%0.360%$9.75B
 American Funds Conservative Growth and Income Portfolio Class A
INPAX
6.05%13.10%6.00%0.620%$9.75B
 American Funds Conservative Growth and Income Portfolio Class ABLE-A
CIPGX
6.15%13.22%6.08%0.540%$9.75B
 American Funds Conservative Growth and Income Portfolio Class ABLE-F-2
CIQGX
6.43%13.45%6.31%0.330%$9.75B
 American Funds Conservative Growth and Income Portfolio Class C
INPCX
5.30%12.28%5.23%1.350%$9.75B
 American Funds Conservative Growth and Income Portfolio Class F-1
INPFX
6.05%13.06%5.95%0.660%$9.75B
 American Funds Conservative Growth and Income Portfolio Class F-2
INPEX
6.25%13.33%6.21%0.410%$9.75B
 American Funds Conservative Growth and Income Portfolio Class F-3
INPDX
6.44%13.46%6.32%0.310%$9.75B
 American Funds Conservative Growth and Income Portfolio Class R-1
RNCAX
5.30%12.27%5.21%1.370%$9.75B

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