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
| 12.37% | 1.49% | — | 0.180% | 19.16 Mil | ||
| iShares Core Growth Allocation ETF
AOR
| 12.64% | 2.30% | 6.40% | 0.150% | 2.06 Bil | ||
| X-Square Balanced Fund, LLC Instl
SQBIX
| 14.60% | 3.21% | — | 2.500% | 53.27 Mil | ||
| X-Square Balanced Fund, LLC C
SQCBX
| 13.27% | 2.16% | — | 3.500% | 53.27 Mil | ||
| X-Square Balanced Fund, LLC A
SQBFX
| 14.21% | 2.91% | — | 2.750% | 53.27 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
| 11.30% | 2.03% | 9.83% | 0.400% | 105.61 Mil | ||
| Westwood Capital Appreciation Inc C
WTOCX
| 10.08% | 0.95% | — | 1.400% | 105.61 Mil | ||
| Westwood Capital Appreciation Inc A
WWTAX
| 10.94% | 1.75% | — | 0.650% | 105.61 Mil | ||
| WesMark Balanced
WMBLX
| 8.83% | 2.20% | 6.06% | 1.240% | 98.16 Mil | ||
| Voya Strategic Allocation Mod Port S
ISMDX
| 13.44% | 1.81% | 6.48% | 1.000% | 130.64 Mil | ||
| Voya Strategic Allocation Mod Port I
IIMDX
| 13.84% | 2.06% | 6.76% | 0.750% | 130.64 Mil | ||
| Voya Solution Balanced Port S2
ISGTX
| 13.04% | 1.76% | 6.56% | 1.200% | 55.17 Mil | ||
| Voya Solution Balanced Port S
ISGKX
| 13.13% | 1.92% | 6.73% | 1.050% | 55.17 Mil | ||
| Voya Solution Balanced Port R6
VYRLX
| 13.55% | 2.20% | 7.02% | 0.750% | 55.17 Mil | ||
| Voya Solution Balanced Port I
ISGJX
| 13.38% | 2.15% | 6.98% | 0.800% | 55.17 Mil | ||
| Voya Solution Balanced Port A
ISGAX
| 12.98% | 1.66% | 6.46% | 1.300% | 55.17 Mil | ||
| Voya Retirement Moderate Growth Port I
IRGMX
| 13.85% | 3.19% | 7.65% | 0.600% | 1.25 Bil | ||
| Voya Retirement Moderate Growth Port A
IRMGX
| 13.44% | 2.79% | 7.24% | 0.990% | 1.25 Bil | ||
| Voya Balanced Port S
IBPSX
| 13.59% | 2.47% | 6.70% | 1.030% | 308.91 Mil | ||
| Voya Balanced Port I
IBPIX
| 13.83% | 2.74% | 6.98% | 0.780% | 308.91 Mil | ||
| Virtus Tactical Allocation R6
VTARX
| 16.70% | −0.93% | — | 0.600% | 644.84 Mil | ||
| Virtus Tactical Allocation I
VTAIX
| 16.55% | −1.08% | 7.42% | 0.760% | 644.84 Mil | ||
| Virtus Tactical Allocation C
POICX
| 15.47% | −2.05% | 6.41% | 1.750% | 644.84 Mil |