Moderate Allocation Funds
These funds seek to balance preservation of capital with appreciation. They typically expect volatility similar to a strategic equity exposure between 50% and 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
|
|---|---|---|---|---|---|---|---|
| American Funds American Balanced R2
RLBBX
| 16.52% | 4.89% | 7.98% | 1.330% | 228.51 Bil | ||
| American Funds American Balanced C
BALCX
| 16.56% | 4.92% | 8.00% | 1.320% | 228.51 Bil | ||
| American Funds American Balanced R3
RLBCX
| 17.06% | 5.36% | 8.46% | 0.890% | 228.51 Bil | ||
| American Funds American Balanced R4
RLBEX
| 17.36% | 5.66% | 8.77% | 0.600% | 228.51 Bil | ||
| American Funds American Balanced 529F
CLBFX
| 17.59% | 5.84% | 8.98% | 0.680% | 228.51 Bil | ||
| American Funds American Balanced R1
RLBAX
| 16.51% | 4.90% | 7.98% | 1.330% | 228.51 Bil | ||
| American Funds American Balanced R5
RLBFX
| 17.72% | 5.98% | 9.11% | 0.300% | 228.51 Bil | ||
| American Funds American Balanced 529-F-2
FBAFX
| 17.66% | 5.94% | — | 0.330% | 228.51 Bil | ||
| American Funds American Balanced R5E
RLEFX
| 17.61% | 5.88% | 9.00% | 0.400% | 228.51 Bil | ||
| American Funds American Balanced 529C
CLBCX
| 16.47% | 4.86% | 7.95% | 1.370% | 228.51 Bil | ||
| American Funds American Balanced F1
BALFX
| 17.36% | 5.65% | 8.75% | 0.620% | 228.51 Bil | ||
| American Funds American Balanced A
ABALX
| 17.44% | 5.71% | 8.81% | 0.570% | 228.51 Bil | ||
| American Funds American Balanced R2E
RAMHX
| 16.88% | 5.20% | 8.29% | 1.040% | 228.51 Bil | ||
| American Funds American Balanced 529E
CLBEX
| 17.10% | 5.43% | 8.52% | 0.840% | 228.51 Bil | ||
| American Funds American Balanced 529-F-3
FBONX
| 17.74% | 5.98% | — | 0.300% | 228.51 Bil | ||
| American Funds American Balanced F2
AMBFX
| 17.67% | 5.93% | 9.04% | 0.350% | 228.51 Bil | ||
| American Funds American Balanced R6
RLBGX
| 17.80% | 6.04% | 9.16% | 0.250% | 228.51 Bil | ||
| American Funds American Balanced 529A
CLBAX
| 17.36% | 5.66% | 8.77% | 0.600% | 228.51 Bil | ||
| American Funds American Balanced F3
AFMBX
| 17.78% | 6.04% | 9.16% | 0.250% | 228.51 Bil | ||
| Vanguard Wellington™ Inv
VWELX
| 15.83% | 5.47% | 8.90% | 0.260% | 111.04 Bil | ||
| Vanguard Wellington™ Admiral™
VWENX
| 15.89% | 5.55% | 8.98% | 0.180% | 111.04 Bil | ||
| Franklin Income A1
FKINX
| 8.20% | 4.20% | 6.29% | 0.610% | 72.29 Bil | ||
| Franklin Income Adv
FRIAX
| 8.40% | 4.38% | 6.48% | 0.460% | 72.29 Bil | ||
| Franklin Income C
FCISX
| 7.94% | 3.72% | 5.72% | 1.110% | 72.29 Bil | ||
| Franklin Income A
FKIQX
| 7.64% | 3.93% | 6.09% | 0.710% | 72.29 Bil |