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
10.57%16.37%—0.030%$1.73M
 Allspring Diversified Capital Builder Fund - Class A
EKBAX
40.81%30.81%18.50%1.070%$2.61B
 Allspring Diversified Capital Builder Fund - Class C
EKBCX
39.63%29.80%17.61%1.820%$2.61B
 Allspring Diversified Capital Builder Fund - Class Inst
EKBYX
41.19%31.23%18.88%0.760%$2.61B
 American Funds Growth and Income Portfolio Class 529-A
CGNAX
9.72%17.40%8.87%0.680%$23.78B
 American Funds Growth and Income Portfolio Class 529-C
CGNCX
8.83%16.50%8.03%1.440%$23.78B
 American Funds Growth and Income Portfolio Class 529-E
CGNEX
9.43%17.11%8.60%0.920%$23.78B
 American Funds Growth and Income Portfolio Class 529-F-2
FGGIX
9.99%17.68%9.14%0.430%$23.78B
 American Funds Growth and Income Portfolio Class 529-F-3
FGIIX
10.02%17.74%9.19%0.390%$23.78B
 American Funds Growth and Income Portfolio Class A
GAIOX
9.70%17.42%8.90%0.650%$23.78B
 American Funds Growth and Income Portfolio Class ABLE-A
CGNGX
9.81%17.54%9.00%0.560%$23.78B
 American Funds Growth and Income Portfolio Class ABLE-F-2
CGLGX
10.03%17.78%9.21%0.360%$23.78B
 American Funds Growth and Income Portfolio Class C
GAITX
8.90%16.57%8.09%1.390%$23.78B
 American Funds Growth and Income Portfolio Class F-1
GAIFX
9.68%17.38%8.86%0.700%$23.78B
 American Funds Growth and Income Portfolio Class F-2
GAIEX
9.96%17.67%9.14%0.440%$23.78B
 American Funds Growth and Income Portfolio Class F-3
GAIHX
10.03%17.78%9.24%0.340%$23.78B
 American Funds Growth and Income Portfolio Class R-1
RGNAX
8.89%16.53%8.07%1.420%$23.78B
 American Funds Growth and Income Portfolio Class R-2
RGNBX
8.88%16.54%8.08%1.400%$23.78B
 American Funds Growth and Income Portfolio Class R-2E
RBEGX
9.18%16.86%8.36%1.140%$23.78B
 American Funds Growth and Income Portfolio Class R-3
RAICX
9.39%17.06%8.55%0.980%$23.78B
 American Funds Growth and Income Portfolio Class R-4
RGNEX
9.72%17.40%8.88%0.670%$23.78B
 American Funds Growth and Income Portfolio Class R-5
RGNFX
10.02%17.73%9.18%0.400%$23.78B
 American Funds Growth and Income Portfolio Class R-5E
RGQFX
9.91%17.64%9.10%0.480%$23.78B
 American Funds Growth and Income Portfolio Class R-6
RGNGX
10.06%17.80%9.25%0.340%$23.78B
 Aristotle Multi-Asset Growth & Income Fund Class A
PODAX
11.70%16.19%6.59%1.140%$643.42M

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