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
5.98%9.39%4.44%1.050%$104.81M
 1290 Loomis Sayles Multi-Asset Income Fund Class I
TNVDX
6.24%9.67%4.70%0.800%$104.81M
 1290 Loomis Sayles Multi-Asset Income Fund Class R
TNYRX
5.71%9.12%4.18%1.300%$104.81M
 30% Allocation Fund
FMWIX
3.96%9.30%—0.030%$426,628.00
 Allspring Diversified Income Builder Fund - Class A
EKSAX
5.35%12.42%5.22%0.840%$543.63M
 Allspring Diversified Income Builder Fund - Class C
EKSCX
4.40%11.61%4.41%1.590%$543.63M
 Allspring Diversified Income Builder Fund - Class Inst
EKSYX
5.55%12.78%5.54%0.530%$543.63M
 Allspring Diversified Income Builder Fund - Class R6
EKSRX
5.65%12.94%5.64%0.430%$543.63M
 Allspring Real Return Fund - Class A
IPBAX
6.32%9.84%4.14%0.760%$207.74M
 Allspring Real Return Fund - Institutional Class
IPBNX
6.59%10.16%4.46%0.450%$207.74M
 Allspring Real Return Fund Class R6
IPBJX
6.55%10.21%4.51%0.400%$207.74M
 Allspring Real Return Portfolio 6.56%10.24%4.52%0.350%$419.03M
 AlphaCentric Real Income Fund Class A
SIIAX
1.92%6.72%2.37%1.760%$30.91M
 AlphaCentric Real Income Fund Class C
SIICX
1.16%5.91%1.60%2.510%$30.91M
 AlphaCentric Real Income Fund Class I
SIIIX
2.17%6.97%2.64%1.510%$30.91M
 American Funds Conservative Growth and Income Portfolio Class 529-A
CIPAX
7.29%12.08%5.95%0.630%$9.75B
 American Funds Conservative Growth and Income Portfolio Class 529-C
CIPCX
6.49%11.24%5.13%1.400%$9.75B
 American Funds Conservative Growth and Income Portfolio Class 529-E
CIPEX
7.10%11.83%5.68%0.880%$9.75B
 American Funds Conservative Growth and Income Portfolio Class 529-F-2
FTPPX
7.61%12.36%6.20%0.400%$9.75B
 American Funds Conservative Growth and Income Portfolio Class 529-F-3
FPTPX
7.66%12.41%6.24%0.360%$9.75B
 American Funds Conservative Growth and Income Portfolio Class A
INPAX
7.38%12.15%5.98%0.620%$9.75B
 American Funds Conservative Growth and Income Portfolio Class ABLE-A
CIPGX
7.41%12.21%6.05%0.540%$9.75B
 American Funds Conservative Growth and Income Portfolio Class ABLE-F-2
CIQGX
7.69%12.44%6.29%0.330%$9.75B
 American Funds Conservative Growth and Income Portfolio Class C
INPCX
6.63%11.31%5.19%1.350%$9.75B
 American Funds Conservative Growth and Income Portfolio Class F-1
INPFX
7.31%12.06%5.93%0.660%$9.75B

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