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
|
|---|---|---|---|---|---|---|---|
| iShares ESG Aware Growth Allc ETF
EAOR
| 15.07% | 2.08% | — | 0.180% | 19.32 Mil | ||
| iShares Core Growth Allocation ETF
AOR
| 15.35% | 2.89% | 6.69% | 0.150% | 2.08 Bil | ||
| X-Square Balanced Fund, LLC Instl
SQBIX
| 16.47% | 3.94% | — | 2.500% | 53.98 Mil | ||
| X-Square Balanced Fund, LLC C
SQCBX
| 15.31% | 2.91% | — | 3.500% | 53.98 Mil | ||
| X-Square Balanced Fund, LLC A
SQBFX
| 16.10% | 3.68% | — | 2.750% | 53.98 Mil | ||
| WisdomTree Siegel Moderate Dgtl
MODRX
| — | — | — | — | — | 0.420% | 124,824.00 |
| WisdomTree Siegel Longevity Dgtl
LNGVX
| — | — | — | — | — | 0.430% | 174,607.00 |
| Westwood Capital Appreciation Inc Inst
WLVIX
| 12.53% | 2.35% | 9.83% | 0.400% | 105.61 Mil | ||
| Westwood Capital Appreciation Inc C
WTOCX
| 11.30% | 1.31% | — | 1.400% | 105.61 Mil | ||
| Westwood Capital Appreciation Inc A
WWTAX
| 12.16% | 2.07% | — | 0.650% | 105.61 Mil | ||
| WesMark Balanced
WMBLX
| 10.56% | 2.66% | 6.17% | 1.240% | 98.71 Mil | ||
| Voya Strategic Allocation Mod Port S
ISMDX
| 16.00% | 2.40% | 6.73% | 1.000% | 132.62 Mil | ||
| Voya Strategic Allocation Mod Port I
IIMDX
| 16.30% | 2.67% | 6.99% | 0.750% | 132.62 Mil | ||
| Voya Solution Balanced Port S2
ISGTX
| 15.47% | 2.33% | 6.79% | 1.200% | 56.05 Mil | ||
| Voya Solution Balanced Port S
ISGKX
| 15.69% | 2.50% | 6.96% | 1.050% | 56.05 Mil | ||
| Voya Solution Balanced Port R6
VYRLX
| 16.02% | 2.83% | 7.27% | 0.750% | 56.05 Mil | ||
| Voya Solution Balanced Port I
ISGJX
| 15.97% | 2.77% | 7.23% | 0.800% | 56.05 Mil | ||
| Voya Solution Balanced Port A
ISGAX
| 15.44% | 2.25% | 6.70% | 1.300% | 56.05 Mil | ||
| Voya Retirement Moderate Growth Port I
IRGMX
| 16.39% | 3.72% | 7.91% | 0.600% | 1.26 Bil | ||
| Voya Retirement Moderate Growth Port A
IRMGX
| 16.06% | 3.33% | 7.51% | 0.990% | 1.26 Bil | ||
| Voya Balanced Port S
IBPSX
| 15.91% | 3.01% | 6.90% | 1.030% | 312.15 Mil | ||
| Voya Balanced Port I
IBPIX
| 16.22% | 3.27% | 7.18% | 0.780% | 312.15 Mil | ||
| Virtus Tactical Allocation R6
VTARX
| 19.50% | −0.33% | — | 0.600% | 655.04 Mil | ||
| Virtus Tactical Allocation I
VTAIX
| 19.35% | −0.48% | 7.69% | 0.760% | 655.04 Mil | ||
| Virtus Tactical Allocation C
POICX
| 18.17% | −1.45% | 6.67% | 1.750% | 655.04 Mil |