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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 Allocation218.24 Bil2.42%1423140.680%$250No LoadOpen
American Funds American Balanced F1BALFXModerate Allocation218.24 Bil2.24%1626170.620%$250No LoadOpen
American Funds American Balanced 529-F-2FBAFXModerate Allocation218.24 Bil2.50%130.330%$250No LoadOpen
American Funds American Balanced F2AMBFXModerate Allocation218.24 Bil2.48%1322130.350%$250No LoadOpen
American Funds American Balanced 529-F-3FBONXModerate Allocation218.24 Bil2.52%120.300%$250No LoadOpen
American Funds Income Fund of Amer 529F2FAIFXModerately Aggressive Allocation121.34 Bil3.85%300.350%$250No LoadOpen
American Funds Income Fund of Amer 529F1CIMFXModerately Aggressive Allocation121.34 Bil3.77%3378670.700%$250No LoadOpen
American Funds Income Fund of Amer 529F3FFIFXModerately Aggressive Allocation121.34 Bil3.88%270.330%$250No LoadOpen
American Funds Income Fund of Amer F1IFAFXModerately Aggressive Allocation121.34 Bil3.58%3882730.650%$250No LoadOpen
American Funds Income Fund of Amer F2AMEFXModerately Aggressive Allocation121.34 Bil3.84%3077650.370%$250No LoadOpen
Vanguard Wellington™ InvVWELXModerate Allocation109.64 Bil2.11%1421130.250%$3,000No LoadOpen
American Funds Capital Income Bldr 529FCIRFXGlobal Allocation104.16 Bil3.45%2127180.720%$250No LoadOpen
American Funds Capital Income Bldr F1CIBFXGlobal Allocation104.16 Bil3.27%2232230.660%$250No LoadOpen
American Funds Capital Income Bldr 529F3FWCBXGlobal Allocation104.16 Bil3.59%190.330%$250No LoadOpen
American Funds Capital Income Bldr F2CAIFXGlobal Allocation104.16 Bil3.55%2026170.380%$250No LoadOpen
American Funds Capital Income Bldr 529F2FBCIXGlobal Allocation104.16 Bil3.55%200.370%$250No LoadOpen
Vanguard Target Retirement 2035 FundVTTHXTarget-Date 203593.42 Bil2.41%4146320.080%$1,000No LoadOpen
Vanguard Target Retirement 2030 FundVTHRXTarget-Date 203090.61 Bil2.54%3335210.080%$1,000No LoadOpen
Vanguard Target Retirement 2040 FundVFORXTarget-Date 204082.64 Bil2.31%5050360.080%$1,000No LoadOpen
Vanguard Target Retirement 2045 FundVTIVXTarget-Date 204579.93 Bil2.20%4743300.080%$1,000No LoadOpen
Vanguard Target Retirement 2025 FundVTTVXTarget-Date 202576.46 Bil2.67%2429130.080%$1,000No LoadOpen
Vanguard Target Retirement 2050 FundVFIFXTarget-Date 205066.80 Bil2.13%3638260.080%$1,000No LoadOpen
T. Rowe Price Capital AppreciationPRWCXModerate Allocation59.23 Bil2.00%1210.720%$2,500No LoadLimited
T. Rowe Price Capital Appreciation AdvPACLXModerate Allocation59.23 Bil1.80%2420.980%$2,500No LoadLimited
Vanguard Balanced Index InvVBINXModerate Allocation53.75 Bil1.83%3423180.180%No LoadLimited
Vanguard Wellesley® Income InvVWINXModerately Conservative Allocation50.84 Bil3.39%2841100.230%$3,000No LoadOpen
American Funds 2030 Trgt Date Retire F2FBETXTarget-Date 203046.14 Bil2.16%7530.420%$250No LoadOpen
American Funds 2030 Trgt Date Retire F1FAETXTarget-Date 203046.14 Bil1.91%141450.690%$250No LoadOpen
Fidelity BalancedFBALXModerate Allocation44.78 Bil1.60%8240.470%No LoadOpen
Vanguard Target Retirement 2055 FundVFFVXTarget-Date 205544.13 Bil2.10%3846310.080%$1,000No LoadOpen
American Funds 2035 Trgt Date Retire F2FBFTXTarget-Date 203543.72 Bil1.87%10110.440%$250No LoadOpen
American Funds 2035 Trgt Date Retire F1FAQTXTarget-Date 203543.72 Bil1.64%15960.710%$250No LoadOpen
American Funds 2040 Trgt Date Retire F1FAUTXTarget-Date 204039.84 Bil1.38%121020.730%$250No LoadOpen
American Funds 2040 Trgt Date Retire F2FBGTXTarget-Date 204039.84 Bil1.62%9510.460%$250No LoadOpen
Vanguard Target Retirement 2020 FundVTWNXTarget-Date 202038.21 Bil2.82%5040270.080%$1,000No LoadOpen
Vanguard Target Retirement Income FundVTINXTarget-Date Retirement35.99 Bil2.93%4844300.080%$1,000No LoadOpen
Fidelity Freedom 2030FFFEXTarget-Date 203033.29 Bil1.79%6726100.660%No LoadOpen
American Funds 2045 Trgt Date Retire F1FATTXTarget-Date 204533.14 Bil1.28%271730.730%$250No LoadOpen
American Funds 2045 Trgt Date Retire F2FBHTXTarget-Date 204533.14 Bil1.52%16510.460%$250No LoadOpen
American Funds 2025 Trgt Date Retire F1FAPTXTarget-Date 202532.96 Bil2.29%1122220.680%$250No LoadOpen
American Funds 2025 Trgt Date Retire F2FBDTXTarget-Date 202532.96 Bil2.55%6670.410%$250No LoadOpen
American Funds 2050 Trgt Date Retire F1FAITXTarget-Date 205029.60 Bil1.19%422330.740%$250No LoadOpen
American Funds 2050 Trgt Date Retire F2FBITXTarget-Date 205029.60 Bil1.43%31210.470%$250No LoadOpen
Fidelity PuritanFPURXModerate Allocation29.56 Bil1.55%4350.510%No LoadOpen
T. Rowe Price Retirement 2030 AdvisorPARCXTarget-Date 203029.39 Bil1.64%36840.820%$2,500No LoadOpen
T. Rowe Price Retirement 2030TRRCXTarget-Date 203029.39 Bil1.83%25120.570%$2,500No LoadOpen
Fidelity Freedom 2040FFFFXTarget-Date 204028.22 Bil1.26%29660.740%No LoadOpen
Fidelity Freedom 2035FFTHXTarget-Date 203527.81 Bil1.55%491190.700%No LoadOpen
American Funds Global Balanced 529-F-2FFGGXGlobal Allocation27.27 Bil1.83%470.590%$250No LoadOpen
American Funds Global Balanced F1GBLEXGlobal Allocation27.27 Bil1.55%5043390.870%$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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