Morningstar

Moderately Conservative 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 30% to 50%.
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
1290 Loomis Sayles Multi-Asset Income Fund Class A
TNXAX
7.00%9.82%4.81%1.050%$99.92M
 1290 Loomis Sayles Multi-Asset Income Fund Class I
TNVDX
7.26%10.10%5.08%0.800%$99.92M
 1290 Loomis Sayles Multi-Asset Income Fund Class R
TNYRX
6.73%9.55%4.55%1.300%$99.92M
 30% Allocation Fund
FMWIX
3.97%9.43%—0.030%$426,551.00
 Allspring Diversified Income Builder Fund - Class A
EKSAX
7.73%13.03%5.54%0.840%$542.88M
 Allspring Diversified Income Builder Fund - Class C
EKSCX
6.92%12.21%4.76%1.590%$542.88M
 Allspring Diversified Income Builder Fund - Class Inst
EKSYX
8.02%13.40%5.87%0.530%$542.88M
 Allspring Diversified Income Builder Fund - Class R6
EKSRX
8.29%13.49%6.01%0.430%$542.88M
 Allspring Real Return Fund - Class A
IPBAX
7.83%10.65%4.43%0.760%$210.95M
 Allspring Real Return Fund - Institutional Class
IPBNX
7.98%10.90%4.73%0.450%$210.95M
 Allspring Real Return Fund Class R6
IPBJX
8.03%11.00%4.79%0.400%$210.95M
 Allspring Real Return Portfolio 7.99%11.01%4.80%0.350%$424.70M
 American Funds Conservative Growth and Income Portfolio Class 529-A
CIPAX
6.25%12.18%6.06%0.630%$9.55B
 American Funds Conservative Growth and Income Portfolio Class 529-C
CIPCX
5.39%11.31%5.25%1.400%$9.55B
 American Funds Conservative Growth and Income Portfolio Class 529-E
CIPEX
5.99%11.90%5.81%0.880%$9.55B
 American Funds Conservative Growth and Income Portfolio Class 529-F-2
FTPPX
6.50%12.44%6.31%0.400%$9.55B
 American Funds Conservative Growth and Income Portfolio Class 529-F-3
FPTPX
6.55%12.49%6.35%0.360%$9.55B
 American Funds Conservative Growth and Income Portfolio Class A
INPAX
6.27%12.20%6.10%0.620%$9.55B
 American Funds Conservative Growth and Income Portfolio Class ABLE-A
CIPGX
6.30%12.29%6.16%0.540%$9.55B
 American Funds Conservative Growth and Income Portfolio Class ABLE-F-2
CIQGX
6.58%12.52%6.39%0.330%$9.55B
 American Funds Conservative Growth and Income Portfolio Class C
INPCX
5.52%11.38%5.31%1.350%$9.55B
 American Funds Conservative Growth and Income Portfolio Class F-1
INPFX
6.20%12.13%6.03%0.660%$9.55B
 American Funds Conservative Growth and Income Portfolio Class F-2
INPEX
6.48%12.43%6.31%0.410%$9.55B
 American Funds Conservative Growth and Income Portfolio Class F-3
INPDX
6.59%12.53%6.41%0.310%$9.55B
 American Funds Conservative Growth and Income Portfolio Class R-1
RNCAX
5.45%11.34%5.29%1.370%$9.55B

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