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
| 8.93% | −0.09% | — | 0.180% | 6.09 Mil | ||
| iShares ESG Aware Conservative Allc ETF
EAOK
| 7.20% | −0.91% | — | 0.180% | 8.18 Mil | ||
| iShares Core Moderate Allocation ETF
AOM
| 9.47% | 0.66% | 4.26% | 0.150% | 1.38 Bil | ||
| iShares Core Conservative Allocation ETF
AOK
| 7.91% | −0.16% | 3.18% | 0.150% | 598.08 Mil | ||
| Westwood Income Opportunity Ultra
WHGOX
| 10.01% | — | — | 0.740% | 510.85 Mil | ||
| Westwood Income Opportunity Instl
WHGIX
| 9.91% | 0.01% | 4.80% | 0.810% | 510.85 Mil | ||
| Westwood Income Opportunity C
WWICX
| 8.88% | −0.96% | — | 1.740% | 510.85 Mil | ||
| Westwood Income Opportunity A
WWIAX
| 9.74% | −0.20% | 4.57% | 0.990% | 510.85 Mil | ||
| Weitz Conservative Allocation-Inv Cl
WBALX
| 7.42% | 2.31% | 5.48% | 0.850% | 233.10 Mil | ||
| Weitz Conservative Allocation-Instl Cl
WBAIX
| 7.52% | 2.45% | 5.63% | 0.700% | 233.10 Mil | ||
| Voya Strategic Allocation Cnsrv Port S
ISCVX
| 9.61% | −0.17% | 3.94% | 0.960% | 58.05 Mil | ||
| Voya Strategic Allocation Cnsrv Port I
ISAIX
| 9.75% | 0.07% | 4.20% | 0.710% | 58.05 Mil | ||
| Voya Solution Moderately Cnsrv Port S2
ISPTX
| 8.89% | −0.09% | 4.21% | 1.140% | 31.47 Mil | ||
| Voya Solution Moderately Cnsrv Port S
ISPSX
| 9.15% | 0.08% | 4.37% | 0.990% | 31.47 Mil | ||
| Voya Solution Moderately Cnsrv Port R6
VYRNX
| 9.31% | 0.32% | 4.64% | 0.740% | 31.47 Mil | ||
| Voya Solution Moderately Cnsrv Port I
ISPRX
| 9.43% | 0.36% | 4.64% | 0.740% | 31.47 Mil | ||
| Voya Solution Moderately Cnsrv Port A
ISPGX
| 8.91% | −0.14% | 4.12% | 1.240% | 31.47 Mil | ||
| Voya Retirement Moderate Port I
IRMIX
| 9.39% | 0.81% | 5.29% | 0.600% | 676.69 Mil | ||
| Voya Retirement Moderate Port A
IRMPX
| 9.01% | 0.46% | 4.91% | 0.940% | 676.69 Mil | ||
| Voya Balanced Income S2
IIFTX
| 12.86% | 1.65% | 3.39% | 1.010% | 224.05 Mil | ||
| Voya Balanced Income S
IIFSX
| 13.07% | 1.81% | 3.54% | 0.860% | 224.05 Mil | ||
| Voya Balanced Income I
IIFIX
| 13.44% | 2.08% | 3.81% | 0.610% | 224.05 Mil | ||
| Voya Balanced Income A
IIFAX
| 12.69% | 1.44% | 3.18% | 1.210% | 224.05 Mil | ||
| Victory Growth and Tax Strategy Ins
UGTIX
| 15.29% | 3.78% | — | 0.550% | 831.17 Mil | ||
| Victory Growth and Tax Strategy C
UGTCX
| 14.08% | 2.72% | — | 1.590% | 831.17 Mil |