Best Moderate Allocation Mutual Funds
Moderate Allocation funds maintain a diversified mix of stocks and bonds — typically 50–70% equities — targeting a middle ground between growth and income. These one-fund-portfolio solutions suit investors seeking balanced risk and return.
1 fund in this category
| Fund Name | Symbol | Fund Family | Exp. Ratio | 1Y Return | 3Y Return | 5Y Return | AUM | Volatility |
|---|---|---|---|---|---|---|---|---|
| Vanguard Balanced Index Fund Admiral Shares | VBIAX | Vanguard | 0.00% | +11.96% | +12.59% | +6.82% | $64.1K | 8.38% |
Past performance does not guarantee future results. This information is for educational purposes only and is not investment advice.