Morningstar

Moderately Aggressive 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 70% to 85%.
Screen With Investor
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
70% Allocation Fund
FRGAX
8.53%15.76%—0.030%$1.73M
 Allspring Diversified Capital Builder Fund - Class A
EKBAX
28.57%28.46%16.24%1.070%$2.55B
 Allspring Diversified Capital Builder Fund - Class C
EKBCX
27.59%27.50%15.38%1.820%$2.55B
 Allspring Diversified Capital Builder Fund - Class Inst
EKBYX
28.93%28.84%16.62%0.760%$2.55B
 American Funds Growth and Income Portfolio Class 529-A
CGNAX
8.15%16.62%7.77%0.680%$23.20B
 American Funds Growth and Income Portfolio Class 529-C
CGNCX
7.36%15.75%6.96%1.440%$23.20B
 American Funds Growth and Income Portfolio Class 529-E
CGNEX
7.91%16.35%7.53%0.920%$23.20B
 American Funds Growth and Income Portfolio Class 529-F-2
FGGIX
8.41%16.92%8.05%0.430%$23.20B
 American Funds Growth and Income Portfolio Class 529-F-3
FGIIX
8.49%16.96%8.10%0.390%$23.20B
 American Funds Growth and Income Portfolio Class A
GAIOX
8.18%16.66%7.81%0.650%$23.20B
 American Funds Growth and Income Portfolio Class ABLE-A
CGNGX
8.29%16.75%7.91%0.560%$23.20B
 American Funds Growth and Income Portfolio Class ABLE-F-2
CGLGX
8.55%17.01%8.13%0.360%$23.20B
 American Funds Growth and Income Portfolio Class C
GAITX
7.43%15.81%7.02%1.390%$23.20B
 American Funds Growth and Income Portfolio Class F-1
GAIFX
8.16%16.60%7.77%0.700%$23.20B
 American Funds Growth and Income Portfolio Class F-2
GAIEX
8.38%16.91%8.05%0.440%$23.20B
 American Funds Growth and Income Portfolio Class F-3
GAIHX
8.55%17.03%8.16%0.340%$23.20B
 American Funds Growth and Income Portfolio Class R-1
RGNAX
7.37%15.78%7.00%1.420%$23.20B
 American Funds Growth and Income Portfolio Class R-2
RGNBX
7.40%15.79%7.01%1.400%$23.20B
 American Funds Growth and Income Portfolio Class R-2E
RBEGX
7.66%16.08%7.29%1.140%$23.20B
 American Funds Growth and Income Portfolio Class R-3
RAICX
7.82%16.29%7.47%0.980%$23.20B
 American Funds Growth and Income Portfolio Class R-4
RGNEX
8.20%16.64%7.80%0.670%$23.20B
 American Funds Growth and Income Portfolio Class R-5
RGNFX
8.45%16.95%8.10%0.400%$23.20B
 American Funds Growth and Income Portfolio Class R-5E
RGQFX
8.38%16.87%8.01%0.480%$23.20B
 American Funds Growth and Income Portfolio Class R-6
RGNGX
8.53%17.01%8.15%0.340%$23.20B
 Aristotle Multi-Asset Growth & Income Fund Class A
PODAX
10.41%15.94%5.71%1.140%$633.01M

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