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 Name | Symbol | Fund Family | Exp. Ratio | 1Y Return | 3Y Return | 5Y Return | AUM | Volatility |
|---|---|---|---|---|---|---|---|---|
| Franklin Income Fund Class A1 | FKINX | Franklin Templeton | 0.01% | +12.86% | +10.03% | +6.54% | $80.5K | 7.77% |
| Vanguard Wellesley Income Fund | VWIAX | Vanguard | 0.00% | +13.13% | +11.29% | +7.17% | $49.4K | 7.89% |
| American Fds, The Tax-Exempt Bo | TEAFX | American Funds | 0.00% | +5.80% | +3.92% | +1.05% | $24.9K | 4.52% |
Past performance does not guarantee future results. This information is for educational purposes only and is not investment advice.