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
| 5.09% | 13.47% | 5.97% | 0.950% | $870.26M | |||
| 1919 Socially Responsive Balanced Fund Class C
SESLX
| 4.30% | 12.64% | 5.20% | 1.680% | $870.26M | |||
| 1919 Socially Responsive Balanced Fund Class I
LMRNX
| 5.36% | 13.77% | 6.23% | 0.690% | $870.26M | |||
| 50% Allocation Fund
FRYBX
| 7.23% | 12.84% | — | 0.030% | $1.40M | |||
| Abraham Fortress Fund Class I
FORTX
| 16.51% | 12.83% | 7.95% | 0.740% | $104.15M | |||
| Abraham Fortress Fund Class K
FORKX
| 16.58% | 12.89% | 8.03% | 0.650% | $104.15M | |||
| Adaptive Core ETF
RULE
| 34.09% | 18.73% | — | 1.840% | $17.71M | |||
| Alger Balanced Portfolio Class I-2
ABLOX
| 12.88% | 17.74% | 10.79% | 0.940% | $69.21M | |||
| Allspring Asset Allocation Fund - Class A
EAAFX
| 8.89% | 14.30% | 6.33% | 1.060% | $1.50B | |||
| Allspring Asset Allocation Fund - Class Admin
EAIFX
| 9.04% | 14.48% | 6.73% | 0.900% | $1.50B | |||
| Allspring Asset Allocation Fund - Class C
EACFX
| 8.06% | 13.47% | 5.54% | 1.810% | $1.50B | |||
| Allspring Asset Allocation Fund - Class Inst
EAAIX
| 9.17% | 14.67% | 6.67% | 0.750% | $1.50B | |||
| Allspring Index Asset Allocation Fund - Class A
SFAAX
| 7.90% | 14.41% | 6.88% | 1.060% | $1.18B | |||
| Allspring Index Asset Allocation Fund - Class Admin
WFAIX
| 8.09% | 14.60% | 7.06% | 0.900% | $1.18B | |||
| Allspring Index Asset Allocation Fund - Class C
WFALX
| 7.08% | 13.56% | 6.08% | 1.810% | $1.18B | |||
| Allspring Index Asset Allocation Fund Institutional Class
WFATX
| 8.24% | 14.76% | 7.22% | 0.750% | $1.18B | |||
| ALPS Balanced Opportunity Fund Class A
ALABX
| 12.88% | 16.04% | 7.85% | 1.150% | $14.94M | |||
| ALPS Balanced Opportunity Fund Class C
ALCBX
| 12.90% | 15.34% | 7.16% | 1.850% | $14.94M | |||
| ALPS Balanced Opportunity Fund Class I
ALPBX
| 12.92% | 15.98% | 7.94% | 0.850% | $14.94M | |||
| ALPS Balanced Opportunity Fund Investor Class
ALIBX
| 12.86% | 16.00% | 7.84% | 1.150% | $14.94M | |||
| American Beacon Balanced Fund Advisor Class
ABLSX
| 5.95% | 11.40% | 6.10% | 1.360% | $98.84M | |||
| American Beacon Balanced Fund C Class
ABCCX
| 5.33% | 10.73% | 5.47% | 1.950% | $98.84M | |||
| American Beacon Balanced Fund Class A
ABFAX
| 6.07% | 11.60% | 6.26% | 1.190% | $98.84M | |||
| American Beacon Balanced Fund Class Y
ACBYX
| 6.37% | 11.87% | 6.52% | 0.950% | $98.84M | |||
| American Beacon Balanced Fund Investor Class
AABPX
| 6.16% | 11.62% | 6.29% | 1.160% | $98.84M |
United States