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%.
|
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 Moderate Allc ETF
EAOM
| 11.51% | 0.34% | — | 0.180% | 6.13 Mil | ||
| iShares ESG Aware Conservative Allc ETF
EAOK
| 9.76% | −0.54% | — | 0.180% | 8.26 Mil | ||
| iShares Core Moderate Allocation ETF
AOM
| 12.05% | 1.09% | 4.53% | 0.150% | 1.39 Bil | ||
| iShares Core Conservative Allocation ETF
AOK
| 10.42% | 0.19% | 3.44% | 0.150% | 602.00 Mil | ||
| Westwood Income Opportunity Ultra
WHGOX
| 11.78% | — | — | 0.740% | 515.20 Mil | ||
| Westwood Income Opportunity Instl
WHGIX
| 11.57% | 0.50% | 4.92% | 0.810% | 515.20 Mil | ||
| Westwood Income Opportunity C
WWICX
| 10.63% | −0.42% | — | 1.740% | 515.20 Mil | ||
| Westwood Income Opportunity A
WWIAX
| 11.40% | 0.31% | 4.69% | 0.990% | 515.20 Mil | ||
| Weitz Conservative Allocation-Inv Cl
WBALX
| 8.55% | 2.49% | 5.57% | 0.850% | 234.47 Mil | ||
| Weitz Conservative Allocation-Instl Cl
WBAIX
| 8.70% | 2.68% | 5.73% | 0.700% | 234.47 Mil | ||
| Voya Strategic Allocation Cnsrv Port S
ISCVX
| 11.88% | 0.28% | 4.18% | 0.960% | 58.46 Mil | ||
| Voya Strategic Allocation Cnsrv Port I
ISAIX
| 12.11% | 0.51% | 4.42% | 0.710% | 58.46 Mil | ||
| Voya Solution Moderately Cnsrv Port S2
ISPTX
| 11.25% | 0.42% | 4.44% | 1.140% | 31.87 Mil | ||
| Voya Solution Moderately Cnsrv Port S
ISPSX
| 11.48% | 0.58% | 4.62% | 0.990% | 31.87 Mil | ||
| Voya Solution Moderately Cnsrv Port R6
VYRNX
| 11.80% | 0.82% | 4.88% | 0.740% | 31.87 Mil | ||
| Voya Solution Moderately Cnsrv Port I
ISPRX
| 11.69% | 0.82% | 4.86% | 0.740% | 31.87 Mil | ||
| Voya Solution Moderately Cnsrv Port A
ISPGX
| 11.16% | 0.31% | 4.33% | 1.240% | 31.87 Mil | ||
| Voya Retirement Moderate Port I
IRMIX
| 11.79% | 1.22% | 5.53% | 0.600% | 683.41 Mil | ||
| Voya Retirement Moderate Port A
IRMPX
| 11.32% | 0.84% | 5.15% | 0.940% | 683.41 Mil | ||
| Voya Balanced Income S2
IIFTX
| 14.72% | 1.99% | 3.57% | 1.010% | 225.38 Mil | ||
| Voya Balanced Income S
IIFSX
| 14.80% | 2.12% | 3.72% | 0.860% | 225.38 Mil | ||
| Voya Balanced Income I
IIFIX
| 15.16% | 2.38% | 3.99% | 0.610% | 225.38 Mil | ||
| Voya Balanced Income A
IIFAX
| 14.38% | 1.76% | 3.37% | 1.210% | 225.38 Mil | ||
| Victory Growth and Tax Strategy Ins
UGTIX
| 17.02% | 4.05% | — | 0.540% | 838.75 Mil | ||
| Victory Growth and Tax Strategy C
UGTCX
| 15.76% | 2.97% | — | 1.580% | 838.75 Mil |