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
11.10%16.40%—0.030%$1.73M
 Allspring Diversified Capital Builder Fund - Class A
EKBAX
37.80%29.64%17.68%1.070%$2.58B
 Allspring Diversified Capital Builder Fund - Class C
EKBCX
36.76%28.69%16.80%1.820%$2.58B
 Allspring Diversified Capital Builder Fund - Class Inst
EKBYX
38.21%30.06%18.06%0.760%$2.58B
 American Funds Growth and Income Portfolio Class 529-A
CGNAX
10.17%17.36%8.52%0.680%$23.25B
 American Funds Growth and Income Portfolio Class 529-C
CGNCX
9.38%16.48%7.71%1.440%$23.25B
 American Funds Growth and Income Portfolio Class 529-E
CGNEX
9.93%17.09%8.28%0.920%$23.25B
 American Funds Growth and Income Portfolio Class 529-F-2
FGGIX
10.49%17.66%8.80%0.430%$23.25B
 American Funds Growth and Income Portfolio Class 529-F-3
FGIIX
10.52%17.72%8.85%0.390%$23.25B
 American Funds Growth and Income Portfolio Class A
GAIOX
10.25%17.40%8.56%0.650%$23.25B
 American Funds Growth and Income Portfolio Class ABLE-A
CGNGX
10.36%17.52%8.67%0.560%$23.25B
 American Funds Growth and Income Portfolio Class ABLE-F-2
CGLGX
10.52%17.73%8.88%0.360%$23.25B
 American Funds Growth and Income Portfolio Class C
GAITX
9.40%16.53%7.77%1.390%$23.25B
 American Funds Growth and Income Portfolio Class F-1
GAIFX
10.13%17.34%8.51%0.700%$23.25B
 American Funds Growth and Income Portfolio Class F-2
GAIEX
10.45%17.65%8.80%0.440%$23.25B
 American Funds Growth and Income Portfolio Class F-3
GAIHX
10.53%17.75%8.91%0.340%$23.25B
 American Funds Growth and Income Portfolio Class R-1
RGNAX
9.34%16.49%7.74%1.420%$23.25B
 American Funds Growth and Income Portfolio Class R-2
RGNBX
9.38%16.53%7.75%1.400%$23.25B
 American Funds Growth and Income Portfolio Class R-2E
RBEGX
9.68%16.84%8.05%1.140%$23.25B
 American Funds Growth and Income Portfolio Class R-3
RAICX
9.85%17.03%8.22%0.980%$23.25B
 American Funds Growth and Income Portfolio Class R-4
RGNEX
10.22%17.38%8.55%0.670%$23.25B
 American Funds Growth and Income Portfolio Class R-5
RGNFX
10.52%17.71%8.86%0.400%$23.25B
 American Funds Growth and Income Portfolio Class R-5E
RGQFX
10.46%17.62%8.76%0.480%$23.25B
 American Funds Growth and Income Portfolio Class R-6
RGNGX
10.55%17.77%8.91%0.340%$23.25B
 Aristotle Multi-Asset Growth & Income Fund Class A
PODAX
12.46%16.45%6.37%1.140%$639.56M

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