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
| 15.83% | 3.07% | — | 0.180% | 28.60 Mil | ||
| Voya Strategic Allocation Growth Port S
ISGRX
| 15.51% | 2.68% | 8.10% | 1.020% | 146.11 Mil | ||
| Voya Strategic Allocation Growth Port I
ISAGX
| 15.79% | 2.93% | 8.36% | 0.770% | 146.11 Mil | ||
| Voya Solution Moderately Agrsv Port S2
IAGTX
| 15.48% | 2.74% | 8.06% | 1.160% | 474.23 Mil | ||
| Voya Solution Moderately Agrsv Port S
IAGSX
| 15.67% | 2.90% | 8.22% | 1.010% | 474.23 Mil | ||
| Voya Solution Moderately Agrsv Port R6
VYROX
| 15.84% | 3.13% | 8.50% | 0.750% | 474.23 Mil | ||
| Voya Solution Moderately Agrsv Port I
IAGIX
| 15.92% | 3.15% | 8.50% | 0.760% | 474.23 Mil | ||
| Voya Solution Moderately Agrsv Port A
IAGAX
| 15.28% | 2.62% | 7.94% | 1.260% | 474.23 Mil | ||
| Voya Retirement Growth Port I
IIRGX
| 16.10% | 4.32% | 8.83% | 0.590% | 1.83 Bil | ||
| Voya Retirement Growth Port A
IRGPX
| 15.66% | 3.86% | 8.36% | 1.010% | 1.83 Bil | ||
| Villere Balanced Inv
VILLX
| 1.00% | −3.71% | 1.78% | 1.000% | 117.60 Mil | ||
| Victory Cornerstone Aggressive
UCAGX
| 14.74% | 3.70% | 7.61% | 1.270% | 389.90 Mil | ||
| Vanguard LifeStrategy Growth Inv
VASGX
| 15.65% | 3.29% | 8.50% | 0.140% | 21.20 Bil | ||
| VY® Invesco Equity and Income S2
IVIPX
| 11.82% | 3.44% | 7.85% | 1.020% | 988.22 Mil | ||
| VY® Invesco Equity and Income S
IUASX
| 11.96% | 3.57% | 7.98% | 0.890% | 988.22 Mil | ||
| VY® Invesco Equity and Income I
IUAIX
| 12.24% | 3.82% | 8.25% | 0.640% | 988.22 Mil | ||
| VY® Invesco Equity and Income A
IUAAX
| 11.69% | 3.31% | 7.71% | 1.140% | 988.22 Mil | ||
| VALIC Company I Agrsv Growth Lifestyle
VLAGX
| 16.18% | 3.42% | 8.49% | 0.620% | 701.30 Mil | ||
| Thrivent Moderately Agrsv Allocation S
TMAFX
| 15.67% | 3.33% | 7.97% | 0.890% | 4.60 Bil | ||
| Thrivent Moderately Agrsv Allocation A
TMAAX
| 15.41% | 3.11% | 7.76% | 1.090% | 4.60 Bil | ||
| T. Rowe Price Spectrum Mod Gr Allc I
TGIPX
| 16.57% | 2.17% | 8.07% | 0.640% | 3.46 Bil | ||
| T. Rowe Price Spectrum Mod Gr Allc
TRSGX
| 16.41% | 2.02% | 7.92% | 0.790% | 3.46 Bil | ||
| Strategy Shares Nwfnd/RSlv Rbt Mmt ETF
ROMO
| 19.70% | 3.74% | — | 0.950% | 41.25 Mil | ||
| Schwab MarketTrack Growth
SWHGX
| 14.86% | 3.91% | 8.54% | 0.500% | 938.67 Mil | ||
| Saratoga Aggressive Balanced Allc I
SABIX
| 13.90% | 3.81% | 7.74% | 2.090% | 1.30 Mil |