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%+11.44%+9.84%+6.45%$79.8K5.52%
Vanguard Wellesley Income Fund Admiral SharesVWIAXVanguard0.00%+8.71%+8.42%+4.04%$48.2K5.20%
American Funds Tax-Exempt Bond Fund of America Class ATEAFXAmerican Funds0.01%+4.76%+3.56%+0.83%$24.5K2.60%

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