Best Allocation—50% to 70% Equity Mutual Funds

Browse all 3 Allocation—50% to 70% Equity mutual funds available on CompareMutualFunds.com. Compare expense ratios, historical returns, and more to make informed investment decisions.

3 funds in this category

Fund NameSymbolFund FamilyExp. Ratio1Y Return3Y Return5Y ReturnAUMVolatility
Franklin Income Fund Class A1FKINXFranklin Templeton0.01%+11.42%+9.04%+6.29%$79.9K5.54%
Vanguard Wellesley Income Fund Admiral SharesVWIAXVanguard0.00%+8.19%+7.67%+3.75%$48.1K5.20%
American Funds Tax-Exempt Bond Fund of America Class ATEAFXAmerican Funds0.00%+7.16%+4.12%+1.08%$24.7K2.64%

Past performance does not guarantee future results. This information is for educational purposes only and is not investment advice.