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Asset Allocation Funds

Funds in balanced categories offer investors a mix of stocks and bonds to provide capital appreciation, income, diversification, or specific allocations based on planned retirement dates. This group also includes funds that invest in convertibles, which act a bit like stocks and a bit like bonds.

Name
Ticker
Morningstar Category
Fund Size
TTM Yield
Total Return Rank in Category
3 Year
Total Return Rank in Category
5 Year
Total Return Rank in Category
10 Year
Adjusted Expense Ratio
Minimum Initial Investment
Share Class Type
Investment Status
American Funds American Balanced 529FCLBFXModerate Allocation215.96 Bil1223140.680%$250No LoadOpen
American Funds American Balanced 529-F-2FBAFXModerate Allocation215.96 Bil100.330%$250No LoadOpen
American Funds American Balanced F1BALFXModerate Allocation215.96 Bil2.21%1424170.620%$250No LoadOpen
American Funds American Balanced 529-F-3FBONXModerate Allocation215.96 Bil100.300%$250No LoadOpen
American Funds American Balanced F2AMBFXModerate Allocation215.96 Bil2.46%1022130.350%$250No LoadOpen
American Funds Income Fund of Amer 529F1CIMFXModerately Aggressive Allocation118.79 Bil2575700.700%$250No LoadOpen
American Funds Income Fund of Amer 529F2FAIFXModerately Aggressive Allocation118.79 Bil250.350%$250No LoadOpen
American Funds Income Fund of Amer 529F3FFIFXModerately Aggressive Allocation118.79 Bil240.330%$250No LoadOpen
American Funds Income Fund of Amer F2AMEFXModerately Aggressive Allocation118.79 Bil3.73%2573670.370%$250No LoadOpen
American Funds Income Fund of Amer F1IFAFXModerately Aggressive Allocation118.79 Bil3.48%3381740.650%$250No LoadOpen
Vanguard Wellington™ InvVWELXModerate Allocation111.70 Bil2.11%1620150.260%$3,000No LoadOpen
American Funds Capital Income Bldr 529FCIRFXGlobal Allocation100.29 Bil2329200.720%$250No LoadOpen
American Funds Capital Income Bldr F1CIBFXGlobal Allocation100.29 Bil3.22%2334260.660%$250No LoadOpen
American Funds Capital Income Bldr F2CAIFXGlobal Allocation100.29 Bil3.49%2027190.380%$250No LoadOpen
American Funds Capital Income Bldr 529F3FWCBXGlobal Allocation100.29 Bil200.330%$250No LoadOpen
American Funds Capital Income Bldr 529F2FBCIXGlobal Allocation100.29 Bil200.370%$250No LoadOpen
Vanguard Target Retirement 2035 FundVTTHXTarget-Date 203596.07 Bil2.35%3347350.080%$1,000No LoadOpen
Vanguard Target Retirement 2030 FundVTHRXTarget-Date 203092.80 Bil2.48%3136210.080%$1,000No LoadOpen
Vanguard Target Retirement 2040 FundVFORXTarget-Date 204085.09 Bil2.25%5050410.080%$1,000No LoadOpen
Vanguard Target Retirement 2045 FundVTIVXTarget-Date 204582.61 Bil2.14%4341340.080%$1,000No LoadOpen
Vanguard Target Retirement 2025 FundVTTVXTarget-Date 202577.47 Bil2.62%2630130.080%$1,000No LoadOpen
Vanguard Target Retirement 2050 FundVFIFXTarget-Date 205069.28 Bil2.07%3540300.080%$1,000No LoadOpen
T. Rowe Price Capital Appreciation AdvPACLXModerate Allocation58.91 Bil1.77%3420.980%$2,500No LoadLimited
T. Rowe Price Capital AppreciationPRWCXModerate Allocation58.89 Bil1.97%2110.720%$2,500No LoadLimited
Vanguard Balanced Index InvVBINXModerate Allocation54.87 Bil1.88%3824180.180%No LoadLimited
Vanguard Wellesley® Income InvVWINXModerately Conservative Allocation51.54 Bil3.38%2939130.230%$3,000No LoadOpen
Vanguard Target Retirement 2055 FundVFFVXTarget-Date 205545.93 Bil2.04%3745350.080%$1,000No LoadOpen
Fidelity BalancedFBALXModerate Allocation45.89 Bil1.56%10440.470%No LoadOpen
American Funds 2030 Trgt Date Retire F2FBETXTarget-Date 203045.65 Bil2.11%7530.420%$250No LoadOpen
American Funds 2030 Trgt Date Retire F1FAETXTarget-Date 203045.65 Bil1.86%121150.690%$250No LoadOpen
American Funds 2035 Trgt Date Retire F2FBFTXTarget-Date 203543.42 Bil1.83%9110.440%$250No LoadOpen
American Funds 2035 Trgt Date Retire F1FAQTXTarget-Date 203543.42 Bil1.60%121060.710%$250No LoadOpen
American Funds 2040 Trgt Date Retire F1FAUTXTarget-Date 204039.47 Bil1.34%121020.730%$250No LoadOpen
American Funds 2040 Trgt Date Retire F2FBGTXTarget-Date 204039.47 Bil1.57%8510.460%$250No LoadOpen
Vanguard Target Retirement 2020 FundVTWNXTarget-Date 202038.37 Bil2.77%4439270.080%$1,000No LoadOpen
Vanguard Target Retirement Income FundVTINXTarget-Date Retirement36.26 Bil3.02%3640290.080%$1,000No LoadOpen
Fidelity Freedom 2030FFFEXTarget-Date 203033.49 Bil1.74%582090.660%No LoadOpen
American Funds 2045 Trgt Date Retire F1FATTXTarget-Date 204532.82 Bil1.24%211620.730%$250No LoadOpen
American Funds 2045 Trgt Date Retire F2FBHTXTarget-Date 204532.82 Bil1.48%13710.460%$250No LoadOpen
American Funds 2025 Trgt Date Retire F1FAPTXTarget-Date 202532.40 Bil2.25%815150.680%$250No LoadOpen
American Funds 2025 Trgt Date Retire F2FBDTXTarget-Date 202532.40 Bil2.50%6460.410%$250No LoadOpen
Fidelity PuritanFPURXModerate Allocation30.38 Bil1.51%6340.470%No LoadOpen
American Funds 2050 Trgt Date Retire F1FAITXTarget-Date 205029.36 Bil1.15%411920.740%$250No LoadOpen
American Funds 2050 Trgt Date Retire F2FBITXTarget-Date 205029.36 Bil1.39%21610.470%$250No LoadOpen
T. Rowe Price Retirement 2030 AdvisorPARCXTarget-Date 203029.04 Bil1.60%32640.820%$2,500No LoadOpen
T. Rowe Price Retirement 2030TRRCXTarget-Date 203028.97 Bil1.78%17120.570%$2,500No LoadOpen
Fidelity Freedom 2040FFFFXTarget-Date 204028.84 Bil1.22%26690.740%No LoadOpen
Fidelity Freedom 2035FFTHXTarget-Date 203528.18 Bil1.51%4511100.700%No LoadOpen
American Funds Global Balanced 529-F-2FFGGXGlobal Allocation27.06 Bil470.590%$250No LoadOpen
American Funds Global Balanced 529-F-3FFBGXGlobal Allocation27.06 Bil470.540%$250No LoadOpen

Asset Allocation Funds - Default List Criteria

This list is limited to US mutual funds that are primarily used by individual or retail investors.

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