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%+8.61%+9.78%+6.23%$79.2K5.57%
Vanguard Wellesley Income Fund Admiral SharesVWIAXVanguard0.00%+6.91%+8.53%+3.74%$48.1K5.19%
American Funds Tax-Exempt Bond Fund of America Class ATEAFXAmerican Funds0.00%+6.03%+4.41%+1.12%$24.7K2.59%

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