Moderate 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 50% to 70%.
|
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
| |
|---|---|---|---|---|---|---|---|---|
| 1919 Socially Responsive Balanced Fund Class A
SSIAX
| 5.20% | 14.66% | 5.50% | 0.950% | $875.74M | |||
| 1919 Socially Responsive Balanced Fund Class C
SESLX
| 4.41% | 13.82% | 4.74% | 1.680% | $875.74M | |||
| 1919 Socially Responsive Balanced Fund Class I
LMRNX
| 5.44% | 14.95% | 5.77% | 0.690% | $875.74M | |||
| 50% Allocation Fund
FRYBX
| 7.13% | 13.86% | — | 0.030% | $1.40M | |||
| Abraham Fortress Fund Class I
FORTX
| 14.27% | 13.54% | 7.86% | 0.740% | $105.57M | |||
| Abraham Fortress Fund Class K
FORKX
| 14.43% | 13.64% | 7.95% | 0.650% | $105.57M | |||
| Adaptive Core ETF
RULE
| 30.41% | 18.56% | — | 1.840% | $17.16M | |||
| Alger Balanced Portfolio Class I-2
ABLOX
| 13.70% | 18.30% | 10.43% | 0.940% | $69.67M | |||
| Allspring Asset Allocation Fund - Class A
EAAFX
| 9.19% | 15.72% | 6.11% | 1.060% | $1.50B | |||
| Allspring Asset Allocation Fund - Class Admin
EAIFX
| 9.39% | 15.93% | 6.51% | 0.900% | $1.50B | |||
| Allspring Asset Allocation Fund - Class C
EACFX
| 8.42% | 14.88% | 5.32% | 1.810% | $1.50B | |||
| Allspring Asset Allocation Fund - Class Inst
EAAIX
| 9.54% | 16.11% | 6.45% | 0.750% | $1.50B | |||
| Allspring Index Asset Allocation Fund - Class A
SFAAX
| 7.91% | 15.31% | 6.49% | 1.060% | $1.18B | |||
| Allspring Index Asset Allocation Fund - Class Admin
WFAIX
| 8.07% | 15.50% | 6.67% | 0.900% | $1.18B | |||
| Allspring Index Asset Allocation Fund - Class C
WFALX
| 7.08% | 14.45% | 5.69% | 1.810% | $1.18B | |||
| Allspring Index Asset Allocation Fund Institutional Class
WFATX
| 8.22% | 15.66% | 6.83% | 0.750% | $1.18B | |||
| ALPS Balanced Opportunity Fund Class A
ALABX
| 12.52% | 16.88% | 7.48% | 1.150% | $15.11M | |||
| ALPS Balanced Opportunity Fund Class C
ALCBX
| 12.54% | 16.18% | 6.80% | 1.850% | $15.11M | |||
| ALPS Balanced Opportunity Fund Class I
ALPBX
| 12.55% | 16.85% | 7.58% | 0.850% | $15.11M | |||
| ALPS Balanced Opportunity Fund Investor Class
ALIBX
| 12.58% | 16.88% | 7.48% | 1.150% | $15.11M | |||
| American Beacon Balanced Fund Advisor Class
ABLSX
| 8.14% | 13.35% | 6.15% | 1.360% | $101.05M | |||
| American Beacon Balanced Fund C Class
ABCCX
| 7.51% | 12.65% | 5.51% | 1.950% | $101.05M | |||
| American Beacon Balanced Fund Class A
ABFAX
| 8.42% | 13.56% | 6.34% | 1.190% | $101.05M | |||
| American Beacon Balanced Fund Class Y
ACBYX
| 8.70% | 13.82% | 6.59% | 0.950% | $101.05M | |||
| American Beacon Balanced Fund Investor Class
AABPX
| 8.50% | 13.57% | 6.36% | 1.160% | $101.05M |
United States