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 | 2.48% | 12.56% | 4.88% | 0.950% | $845.09M | |||
| 1919 Socially Responsive Balanced Fund Class C SESLX | 1.74% | 11.74% | 4.11% | 1.680% | $845.09M | |||
| 1919 Socially Responsive Balanced Fund Class I LMRNX | 2.72% | 12.83% | 5.14% | 0.690% | $845.09M | |||
| 50% Allocation Fund FRYBX | 6.40% | 12.61% | — | 0.030% | $1.40M | |||
| Abraham Fortress Fund Class I FORTX | 12.33% | 12.74% | 7.37% | 0.720% | $105.60M | |||
| Abraham Fortress Fund Class K FORKX | 12.39% | 12.83% | 7.47% | 0.650% | $105.60M | |||
| Alger Balanced Portfolio Class I-2 ABLOX | 11.53% | 16.86% | 9.98% | 0.940% | $67.37M | |||
| Allspring Index Asset Allocation Fund - Class A SFAAX | 5.81% | 13.47% | 5.92% | 1.060% | $1.14B | |||
| Allspring Index Asset Allocation Fund - Class Admin WFAIX | 5.95% | 13.65% | 6.09% | 0.900% | $1.14B | |||
| Allspring Index Asset Allocation Fund - Class C WFALX | 5.02% | 12.60% | 5.12% | 1.810% | $1.14B | |||
| Allspring Index Asset Allocation Fund Institutional Class WFATX | 6.14% | 13.83% | 6.26% | 0.750% | $1.14B | |||
| ALPS Balanced Opportunity Fund Class A ALABX | 9.95% | 15.22% | 7.14% | 1.150% | $14.67M | |||
| ALPS Balanced Opportunity Fund Class C ALCBX | 9.95% | 14.58% | 6.47% | 1.850% | $14.67M | |||
| ALPS Balanced Opportunity Fund Class I ALPBX | 9.90% | 15.15% | 7.22% | 0.850% | $14.67M | |||
| ALPS Balanced Opportunity Fund Investor Class ALIBX | 10.00% | 15.21% | 7.14% | 1.150% | $14.67M | |||
| American Beacon Balanced Fund Advisor Class ABLSX | 10.49% | 13.10% | 6.27% | 1.360% | $100.15M | |||
| American Beacon Balanced Fund C Class ABCCX | 9.79% | 12.42% | 5.63% | 1.950% | $100.15M | |||
| American Beacon Balanced Fund Class A ABFAX | 10.77% | 13.29% | 6.45% | 1.190% | $100.15M | |||
| American Beacon Balanced Fund Class Y ACBYX | 10.91% | 13.55% | 6.68% | 0.950% | $100.15M | |||
| American Beacon Balanced Fund Investor Class AABPX | 10.75% | 13.33% | 6.47% | 1.160% | $100.15M | |||
| American Beacon Balanced Fund R5 Class AADBX | 11.06% | 13.67% | 6.79% | 0.880% | $100.15M | |||
| American Century Balanced Fund I Class ABINX | 4.73% | 11.69% | 4.74% | 0.690% | $833.62M | |||
| American Century Balanced Fund Investor Class TWBIX | 4.48% | 11.48% | 4.53% | 0.890% | $833.62M | |||
| American Century Balanced Fund R5 Class ABGNX | 4.68% | 11.69% | 4.74% | 0.690% | $833.62M | |||
| American Funds American Balanced Fund® Class 529-A CLBAX | 10.09% | 16.72% | 8.47% | 0.580% | $274.00B |
United States