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%.
|
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 Aggressive Allc ETF
EAOA
| 18.67% | 3.81% | — | 0.180% | 28.87 Mil | ||
| Voya Strategic Allocation Growth Port S
ISGRX
| 18.21% | 3.43% | 8.36% | 1.020% | 147.64 Mil | ||
| Voya Strategic Allocation Growth Port I
ISAGX
| 18.54% | 3.70% | 8.63% | 0.770% | 147.64 Mil | ||
| Voya Solution Moderately Agrsv Port S2
IAGTX
| 18.09% | 3.46% | 8.31% | 1.160% | 479.89 Mil | ||
| Voya Solution Moderately Agrsv Port S
IAGSX
| 18.18% | 3.64% | 8.47% | 1.010% | 479.89 Mil | ||
| Voya Solution Moderately Agrsv Port R6
VYROX
| 18.52% | 3.89% | 8.76% | 0.750% | 479.89 Mil | ||
| Voya Solution Moderately Agrsv Port I
IAGIX
| 18.50% | 3.88% | 8.75% | 0.760% | 479.89 Mil | ||
| Voya Solution Moderately Agrsv Port A
IAGAX
| 17.93% | 3.37% | 8.19% | 1.260% | 479.89 Mil | ||
| Voya Retirement Growth Port I
IIRGX
| 18.71% | 4.95% | 9.09% | 0.590% | 1.85 Bil | ||
| Voya Retirement Growth Port A
IRGPX
| 18.18% | 4.50% | 8.62% | 1.010% | 1.85 Bil | ||
| Villere Balanced Inv
VILLX
| 3.32% | −3.17% | 1.90% | 1.000% | 118.12 Mil | ||
| Victory Cornerstone Aggressive
UCAGX
| 17.40% | 4.47% | 7.86% | 1.270% | 395.02 Mil | ||
| Vanguard LifeStrategy Growth Inv
VASGX
| 18.41% | 4.02% | 8.80% | 0.140% | 21.44 Bil | ||
| VY® Invesco Equity and Income S2
IVIPX
| 13.08% | 4.09% | 7.87% | 1.020% | 991.65 Mil | ||
| VY® Invesco Equity and Income S
IUASX
| 13.22% | 4.22% | 8.00% | 0.890% | 991.65 Mil | ||
| VY® Invesco Equity and Income I
IUAIX
| 13.52% | 4.49% | 8.28% | 0.640% | 991.65 Mil | ||
| VY® Invesco Equity and Income A
IUAAX
| 12.94% | 3.96% | 7.73% | 1.140% | 991.65 Mil | ||
| VALIC Company I Agrsv Growth Lifestyle
VLAGX
| 19.13% | 4.26% | 8.75% | 0.620% | 711.54 Mil | ||
| Thrivent Moderately Agrsv Allocation S
TMAFX
| 17.94% | 3.85% | 8.18% | 0.890% | 4.65 Bil | ||
| Thrivent Moderately Agrsv Allocation A
TMAAX
| 17.63% | 3.62% | 7.96% | 1.090% | 4.65 Bil | ||
| T. Rowe Price Spectrum Mod Gr Allc I
TGIPX
| 19.35% | 2.88% | 8.34% | 0.640% | 3.50 Bil | ||
| T. Rowe Price Spectrum Mod Gr Allc
TRSGX
| 19.17% | 2.72% | 8.19% | 0.790% | 3.50 Bil | ||
| Strategy Shares Nwfnd/RSlv Rbt Mmt ETF
ROMO
| 22.94% | 4.47% | — | 0.950% | 41.95 Mil | ||
| Schwab MarketTrack Growth
SWHGX
| 17.30% | 4.63% | 8.78% | 0.500% | 950.37 Mil | ||
| Saratoga Aggressive Balanced Allc I
SABIX
| 15.70% | 4.53% | 7.84% | 2.090% | 1.31 Mil |