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
5.48%9.44%4.81%1.050%$98.96M
 1290 Loomis Sayles Multi-Asset Income Fund Class I
TNVDX
5.74%9.71%5.08%0.800%$98.96M
 1290 Loomis Sayles Multi-Asset Income Fund Class R
TNYRX
5.21%9.17%4.55%1.300%$98.96M
 30% Allocation Fund
FMWIX
3.96%9.34%—0.030%$426,551.00
 Allspring Diversified Income Builder Fund - Class A
EKSAX
6.42%12.91%5.58%0.840%$541.60M
 Allspring Diversified Income Builder Fund - Class C
EKSCX
5.62%12.03%4.76%1.590%$541.60M
 Allspring Diversified Income Builder Fund - Class Inst
EKSYX
6.83%13.21%5.91%0.530%$541.60M
 Allspring Diversified Income Builder Fund - Class R6
EKSRX
6.93%13.37%6.01%0.430%$541.60M
 Allspring Real Return Fund - Class A
IPBAX
8.22%10.54%4.64%0.760%$218.24M
 Allspring Real Return Fund - Institutional Class
IPBNX
8.46%10.83%4.94%0.450%$218.24M
 Allspring Real Return Fund Class R6
IPBJX
8.52%10.92%5.02%0.400%$218.24M
 Allspring Real Return Portfolio 8.45%10.93%5.01%0.350%$431.23M
 American Funds Conservative Growth and Income Portfolio Class 529-A
CIPAX
4.93%11.79%6.08%0.630%$9.85B
 American Funds Conservative Growth and Income Portfolio Class 529-C
CIPCX
4.14%10.92%5.27%1.400%$9.85B
 American Funds Conservative Growth and Income Portfolio Class 529-E
CIPEX
4.67%11.51%5.82%0.880%$9.85B
 American Funds Conservative Growth and Income Portfolio Class 529-F-2
FTPPX
5.17%12.05%6.34%0.400%$9.85B
 American Funds Conservative Growth and Income Portfolio Class 529-F-3
FPTPX
5.22%12.09%6.38%0.360%$9.85B
 American Funds Conservative Growth and Income Portfolio Class A
INPAX
4.94%11.81%6.11%0.620%$9.85B
 American Funds Conservative Growth and Income Portfolio Class ABLE-A
CIPGX
5.05%11.89%6.19%0.540%$9.85B
 American Funds Conservative Growth and Income Portfolio Class ABLE-F-2
CIQGX
5.26%12.13%6.41%0.330%$9.85B
 American Funds Conservative Growth and Income Portfolio Class C
INPCX
4.20%10.99%5.35%1.350%$9.85B
 American Funds Conservative Growth and Income Portfolio Class F-1
INPFX
4.88%11.74%6.05%0.660%$9.85B
 American Funds Conservative Growth and Income Portfolio Class F-2
INPEX
5.23%12.04%6.33%0.410%$9.85B
 American Funds Conservative Growth and Income Portfolio Class F-3
INPDX
5.26%12.14%6.43%0.310%$9.85B
 American Funds Conservative Growth and Income Portfolio Class R-1
RNCAX
4.20%10.97%5.31%1.370%$9.85B

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