Allocation Medalist 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 to one of six categories based on equity exposure, which can typically range from 15% to 85% of assets. Here we highlight those funds that also received a Gold, Silver, or Bronze Morningstar Medalist Rating by our analysts. The Medalist Rating is a forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For actively managed funds, Morningstar assigns Gold, silver, and Bronze ratings to vehicles expected to add value over the long term when compared with a relevant Morningstar Category index after accounting for fees and risk. For passive strategies, funds and ETFs with the top ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
|
Name
|
Morningstar Category
|
Active/Passive Strategy Type
|
Adjusted Expense Ratio
|
Medalist Rating
Overall
| |
|---|---|---|---|---|---|
| 30% Allocation Fund
FMWIX
| Moderately Conservative Allocation | Active-Other | 0.030% | ||
| 50% Allocation Fund
FRYBX
| Moderate Allocation | Active-Systematic | 0.030% | ||
| 70% Allocation Fund
FRGAX
| Moderately Aggressive Allocation | Active-Other | 0.030% | ||
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BYRRV
| Global Aggressive Allocation | Active-Systematic | 0.030% | ||
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YLXQHH
| Tactical Allocation | Active-Discretionary | 1.250% | ||
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CMHLZ
| Tactical Allocation | Active-Discretionary | 1.020% | ||
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ZJKRLS
| Tactical Allocation | Active-Discretionary | 0.790% | ||
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DZMPF
| Tactical Allocation | Active-Discretionary | 0.740% | ||
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JWKGRF
| Moderately Conservative Allocation | Active-Discretionary | 0.840% | ||
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BHZVP
| Moderately Conservative Allocation | Active-Discretionary | 0.530% | ||
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JCCSFV
| Moderately Conservative Allocation | Active-Discretionary | 0.430% | ||
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MYBDWF
| Moderately Conservative Allocation | Active-Discretionary | 0.760% | ||
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YHTTH
| Moderately Conservative Allocation | Active-Discretionary | 0.450% | ||
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JSWKB
| Moderately Conservative Allocation | Active-Discretionary | 0.400% | ||
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MWYTV
| Global Aggressive Allocation | Active-Discretionary | 0.950% | ||
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DTNVYH
| Global Aggressive Allocation | Active-Discretionary | 1.010% | ||
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DTBCBR
| Global Aggressive Allocation | Active-Discretionary | 1.760% | ||
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DPZFHV
| Global Aggressive Allocation | Active-Discretionary | 0.700% | ||
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QGBZJ
| Global Moderately Conservative Allocation | Active-Discretionary | 0.720% | ||
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JJCDGP
| Global Moderate Allocation | Active-Discretionary | 1.040% | ||
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BYLWHT
| Global Moderate Allocation | Active-Discretionary | 0.730% | ||
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XXKXQQ
| Global Moderate Allocation | Active-Discretionary | 0.710% | ||
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QFNWQ
| Global Moderate Allocation | Active-Discretionary | 0.800% | ||
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CPWKX
| Global Moderate Allocation | Active-Discretionary | 0.550% |
United States