Moderately Aggressive Allocation Funds
These moderately aggressive funds prioritize capital appreciation over preservation. They typically expect volatility similar to a strategic equity exposure between 70% and 85%.
|
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 Income Fund of Amer R6
RIDGX
| 9.91% | 4.38% | 7.28% | 0.270% | 121.06 Bil | ||
| American Funds Income Fund of Amer 529A
CIMAX
| 9.52% | 4.00% | 6.90% | 0.610% | 121.06 Bil | ||
| American Funds Income Fund of Amer 529C
CIMCX
| 8.70% | 3.21% | 6.10% | 1.380% | 121.06 Bil | ||
| American Funds Income Fund of Amer 529F2
FAIFX
| 9.81% | 4.27% | — | 0.350% | 121.06 Bil | ||
| American Funds Income Fund of Amer 529F1
CIMFX
| 9.70% | 4.19% | 7.11% | 0.700% | 121.06 Bil | ||
| American Funds Income Fund of Amer F3
FIFAX
| 9.93% | 4.37% | 7.28% | 0.270% | 121.06 Bil | ||
| American Funds Income Fund of Amer R4
RIDEX
| 9.56% | 4.01% | 6.91% | 0.620% | 121.06 Bil | ||
| American Funds Income Fund of Amer R2
RIDBX
| 8.74% | 3.25% | 6.12% | 1.360% | 121.06 Bil | ||
| American Funds Income Fund of Amer R5E
RIDHX
| 9.73% | 4.20% | 7.12% | 0.420% | 121.06 Bil | ||
| American Funds Income Fund of Amer C
IFACX
| 8.77% | 3.28% | 6.16% | 1.330% | 121.06 Bil | ||
| American Funds Income Fund of Amer 529F3
FFIFX
| 9.86% | 4.31% | — | 0.330% | 121.06 Bil | ||
| American Funds Income Fund of Amer A
AMECX
| 9.53% | 4.04% | 6.95% | 0.580% | 121.06 Bil | ||
| American Funds Income Fund of Amer 529E
CIMEX
| 9.26% | 3.77% | 6.66% | 0.850% | 121.06 Bil | ||
| American Funds Income Fund of Amer R3
RIDCX
| 9.21% | 3.69% | 6.59% | 0.910% | 121.06 Bil | ||
| American Funds Income Fund of Amer F1
IFAFX
| 9.49% | 3.97% | 6.88% | 0.650% | 121.06 Bil | ||
| American Funds Income Fund of Amer R1
RIDAX
| 8.70% | 3.23% | 6.11% | 1.360% | 121.06 Bil | ||
| American Funds Income Fund of Amer R5
RIDFX
| 9.87% | 4.33% | 7.23% | 0.310% | 121.06 Bil | ||
| American Funds Income Fund of Amer R2E
RIEBX
| 9.03% | 3.54% | 6.42% | 1.070% | 121.06 Bil | ||
| American Funds Income Fund of Amer F2
AMEFX
| 9.82% | 4.26% | 7.17% | 0.370% | 121.06 Bil | ||
| Vanguard LifeStrategy Growth Inv
VASGX
| 15.41% | 4.09% | 8.90% | 0.140% | 21.20 Bil | ||
| American Funds Growth and Inc PortABLE-A
CGNGX
| 17.98% | 5.55% | 10.01% | 0.580% | 17.24 Bil | ||
| American Funds Growth and Inc Port F2
GAIEX
| 18.10% | 5.67% | 10.15% | 0.450% | 17.24 Bil | ||
| American Funds Growth and Inc Port 529C
CGNCX
| 16.94% | 4.62% | 9.05% | 1.480% | 17.24 Bil | ||
| American Funds Growth and Inc Port 529E
CGNEX
| 17.59% | 5.19% | 9.63% | 0.940% | 17.24 Bil | ||
| American Funds Growth and Inc Port R1
RGNAX
| 17.02% | 4.67% | 9.08% | 1.440% | 17.24 Bil |